Fulcrum Equity Management’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,337
| Closed | -$363K | – | 117 |
|
|
2024
Q3 | $363K | Buy |
3,337
+127
| +4% | +$13.8K | 0.31% | 100 |
|
|
2024
Q2 | $305K | Sell |
3,210
-91
| -3% | -$8.64K | 0.27% | 107 |
|
|
2024
Q1 | $339K | Buy |
3,301
+44
| +1% | +$4.52K | 0.4% | 80 |
|
|
2023
Q4 | $250K | Sell |
3,257
-17
| -0.5% | -$1.3K | 0.31% | 84 |
|
|
2023
Q3 | $245K | Hold |
3,274
| – | – | 0.29% | 87 |
|
|
2023
Q2 | $234K | Buy |
+3,274
| New | +$234K | 0.27% | 82 |
|