IAG Wealth Partners’s 1895 Bancorp of Wisconsin, Inc. Common Stock BCOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-33,141
| Closed | -$331K | – | 542 |
|
2024
Q4 | $331K | Buy |
33,141
+2,525
| +8% | +$25.3K | 0.06% | 85 |
|
2024
Q3 | $309K | Hold |
30,616
| – | – | 0.06% | 84 |
|
2024
Q2 | $250K | Buy |
30,616
+1,592
| +5% | +$13K | 0.05% | 85 |
|
2024
Q1 | $198K | Buy |
29,024
+27,478
| +1,777% | +$187K | 0.04% | 96 |
|
2023
Q4 | $10.8K | Hold |
1,546
| – | – | ﹤0.01% | 295 |
|
2023
Q3 | $10.9K | Hold |
1,546
| – | – | ﹤0.01% | 287 |
|
2023
Q2 | $11.6K | Hold |
1,546
| – | – | ﹤0.01% | 299 |
|
2023
Q1 | $12.4K | Hold |
1,546
| – | – | ﹤0.01% | 280 |
|
2022
Q4 | $15.5K | Hold |
1,546
| – | – | ﹤0.01% | 242 |
|
2022
Q3 | $16K | Hold |
1,546
| – | – | 0.01% | 229 |
|
2022
Q2 | $16K | Buy |
+1,546
| New | +$16K | 0.01% | 230 |
|
2022
Q1 | – | Sell |
-1,546
| Closed | -$17K | – | 479 |
|
2021
Q4 | $17K | Buy |
+1,546
| New | +$17K | 0.01% | 239 |
|