Glassman Wealth Services’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-49
| Closed | -$1.48K | – | 454 |
|
|
2023
Q4 | $1.48K | Hold |
49
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q3 | $1.19K | Hold |
49
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q2 | $1.2K | Hold |
49
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q1 | $1.22K | Hold |
49
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q4 | $1.44K | Sell |
49
-42
| -46% | -$1.24K | ﹤0.01% | 1333 |
|
|
2022
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 1107 |
|
|
2021
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 1058 |
|
|
2021
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q1 | $2K | Buy |
+91
| New | +$2K | ﹤0.01% | 1069 |
|