IFP Advisors’s Babcock & Wilcox BW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,251
| Closed | -$8K | – | 3504 |
|
|
2022
Q4 | $8K | Sell |
2,251
-509
| -18% | -$1.81K | ﹤0.01% | 3492 |
|
|
2022
Q3 | $10K | Buy |
2,760
+307
| +13% | +$1.11K | ﹤0.01% | 3624 |
|
|
2022
Q2 | $9K | Hold |
2,453
| – | – | ﹤0.01% | 3453 |
|
|
2022
Q1 | $9K | Buy |
2,453
+2,428
| +9,712% | +$8.91K | ﹤0.01% | 3453 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2903 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2921 |
|
|
2021
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 3200 |
|
|
2021
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 3124 |
|
|
2020
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 3044 |
|
|
2020
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 2927 |
|
|
2020
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 2810 |
|
|
2020
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 2815 |
|
|
2019
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 2910 |
|
|
2019
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 3114 |
|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 3774 |
|
|
2017
Q3 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 4037 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 3822 |
|
|
2017
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 3738 |
|
|
2016
Q4 | $2K | Sell |
13
-5
| -28% | -$769 | ﹤0.01% | 3591 |
|
|
2016
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 3413 |
|
|
2016
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 3314 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$3K | – | 2488 |
|
|
2015
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 3145 |
|