First Trust Advisors’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-17,671
| Closed | -$431K | – | 2372 |
|
2023
Q2 | $431K | Sell |
17,671
-3,468
| -16% | -$84.6K | ﹤0.01% | 2178 |
|
2023
Q1 | $526K | Sell |
21,139
-1,082
| -5% | -$26.9K | ﹤0.01% | 2124 |
|
2022
Q4 | $654K | Buy |
22,221
+2,120
| +11% | +$62.4K | ﹤0.01% | 2100 |
|
2022
Q3 | $585K | Buy |
+20,101
| New | +$585K | ﹤0.01% | 2150 |
|
2018
Q2 | – | Sell |
-9,025
| Closed | -$291K | – | 2414 |
|
2018
Q1 | $291K | Sell |
9,025
-280
| -3% | -$9.03K | ﹤0.01% | 2168 |
|
2017
Q4 | $320K | Buy |
+9,305
| New | +$320K | ﹤0.01% | 2221 |
|
2017
Q1 | – | Sell |
-6,537
| Closed | -$212K | – | 2386 |
|
2016
Q4 | $212K | Buy |
+6,537
| New | +$212K | ﹤0.01% | 2349 |
|