Fortis Group Advisors’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $87.7K | Hold |
609
| – | – | 0.02% | 229 |
|
2025
Q1 | $60.1K | Hold |
609
| – | – | 0.01% | 207 |
|
2024
Q4 | $67.8K | Hold |
609
| – | – | 0.01% | 204 |
|
2024
Q3 | $66.2K | Hold |
609
| – | – | 0.01% | 196 |
|
2024
Q2 | $57.9K | Hold |
609
| – | – | 0.01% | 201 |
|
2024
Q1 | $62.5K | Sell |
609
-609
| -50% | -$62.5K | 0.01% | 217 |
|
2023
Q4 | $93.5K | Buy |
1,218
+609
| +100% | +$46.7K | 0.02% | 147 |
|
2023
Q3 | $45.7K | Buy |
+609
| New | +$45.7K | 0.01% | 146 |
|
2020
Q3 | $34K | Buy |
+609
| New | +$34K | 0.01% | 219 |
|