Global Retirement Partners’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$5.32K | – | 3215 |
|
|
2022
Q4 | $5.32K | Hold |
300
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1864 |
|
|
2022
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 1868 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$5K | – | 442 |
|
|
2021
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q2 | $5K | Sell |
300
-150
| -33% | -$2.5K | ﹤0.01% | 1550 |
|
|
2021
Q1 | $7K | Hold |
450
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q4 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 1383 |
|