Intercontinental Wealth Advisors’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $888K | Buy |
6,017
+211
| +4% | +$31.1K | 0.21% | 110 |
|
|
2023
Q1 | $707K | Sell |
5,806
-9
| -0.2% | -$1.1K | 0.18% | 130 |
|
|
2022
Q4 | $634K | Sell |
5,815
-289
| -5% | -$31.5K | 0.19% | 125 |
|
|
2022
Q3 | $564K | Sell |
6,104
-91
| -1% | -$8.41K | 0.18% | 134 |
|
|
2022
Q2 | $501K | Sell |
6,195
-42
| -0.7% | -$3.4K | 0.14% | 161 |
|
|
2022
Q1 | $622K | Sell |
6,237
-161
| -3% | -$16.1K | 0.14% | 156 |
|
|
2021
Q4 | $682K | Sell |
6,398
-72
| -1% | -$7.68K | 0.14% | 142 |
|
|
2021
Q3 | $654K | Sell |
6,470
-264
| -4% | -$26.7K | 0.15% | 136 |
|
|
2021
Q2 | $661K | Buy |
6,734
+69
| +1% | +$6.77K | 0.13% | 132 |
|
|
2021
Q1 | $620K | Buy |
6,665
+156
| +2% | +$14.5K | 0.14% | 132 |
|
|
2020
Q4 | $612K | Sell |
6,509
-5,650
| -46% | -$531K | 0.15% | 117 |
|
|
2020
Q3 | $795K | Buy |
12,159
+213
| +2% | +$13.9K | 0.23% | 86 |
|
|
2020
Q2 | $752K | Buy |
11,946
+2,160
| +22% | +$136K | 0.24% | 87 |
|
|
2020
Q1 | $525K | Buy |
+9,786
| New | +$525K | 0.28% | 86 |
|
|
2019
Q2 | – | Sell |
-568
| Closed | -$32K | – | 401 |
|
|
2019
Q1 | $32K | Hold |
568
| – | – | 0.02% | 261 |
|
|
2018
Q4 | $28K | Buy |
+568
| New | +$28K | 0.02% | 271 |
|