Hillsdale Investment Management’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
Q2 | – | Sell |
-3,600
| Closed | -$93.4K | – | 586 |
|
|
2024
Q1 | $93.4K | Buy |
3,600
+400
| +13% | +$10.4K | 0.01% | 430 |
|
|
2023
Q4 | $96.6K | Sell |
3,200
-1,400
| -30% | -$42.3K | 0.01% | 411 |
|
|
2023
Q3 | $112K | Buy |
4,600
+1,700
| +59% | +$41.3K | 0.01% | 395 |
|
|
2023
Q2 | $70.7K | Sell |
2,900
-500
| -15% | -$12.2K | 0.01% | 392 |
|
|
2023
Q1 | $84.5K | Hold |
3,400
| – | – | 0.01% | 476 |
|
|
2022
Q4 | $100K | Sell |
3,400
-18,512
| -84% | -$545K | 0.01% | 449 |
|
|
2022
Q3 | $638K | Sell |
21,912
-4,500
| -17% | -$131K | 0.06% | 260 |
|
|
2022
Q2 | $820K | Hold |
26,412
| – | – | 0.07% | 206 |
|
|
2022
Q1 | $894K | Sell |
26,412
-3,000
| -10% | -$102K | 0.06% | 258 |
|
|
2021
Q4 | $966K | Buy |
29,412
+27,512
| +1,448% | +$904K | 0.06% | 258 |
|
|
2021
Q3 | $55K | Buy |
+1,900
| New | +$55K | ﹤0.01% | 467 |
|
|
2018
Q1 | – | Sell |
-1,900
| Closed | -$65K | – | 475 |
|
|
2017
Q4 | $65K | Buy |
+1,900
| New | +$65K | 0.01% | 310 |
|