J.P. Morgan Private Wealth Advisors’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $658K | Sell |
8,771
-370
| -4% | -$27.7K | ﹤0.01% | 1134 |
|
|
2023
Q2 | $654K | Sell |
9,141
-99,363
| -92% | -$7.11M | ﹤0.01% | 925 |
|
|
2023
Q1 | $6.84M | Sell |
108,504
-635
| -0.6% | -$40K | 0.01% | 520 |
|
|
2022
Q4 | $6.34M | Buy |
109,139
+969
| +0.9% | +$56.3K | 0.01% | 524 |
|
|
2022
Q3 | $5.45M | Buy |
108,170
+1,771
| +2% | +$89.2K | 0.01% | 541 |
|
|
2022
Q2 | $5.86M | Buy |
106,399
+830
| +0.8% | +$45.7K | 0.02% | 529 |
|
|
2022
Q1 | $5.69M | Buy |
105,569
+89,348
| +551% | +$4.81M | 0.01% | 580 |
|
|
2021
Q4 | $777K | Sell |
16,221
-82,685
| -84% | -$3.96M | ﹤0.01% | 1368 |
|
|
2021
Q3 | $5.33M | Buy |
98,906
+13,491
| +16% | +$727K | 0.01% | 580 |
|
|
2021
Q2 | $4.96M | Sell |
85,415
-5,473
| -6% | -$318K | 0.01% | 597 |
|
|
2021
Q1 | $5.99M | Buy |
90,888
+15,362
| +20% | +$1.01M | 0.02% | 469 |
|
|
2020
Q4 | $4.55M | Buy |
75,526
+6,322
| +9% | +$381K | 0.01% | 507 |
|
|
2020
Q3 | $3.9M | Buy |
69,204
+17,026
| +33% | +$959K | 0.02% | 487 |
|
|
2020
Q2 | $2.96M | Buy |
52,178
+6,601
| +14% | +$374K | 0.01% | 484 |
|
|
2020
Q1 | $2.22M | Buy |
45,577
+39,226
| +618% | +$1.91M | 0.01% | 515 |
|
|
2019
Q4 | $394K | Buy |
6,351
+629
| +11% | +$39K | ﹤0.01% | 1132 |
|
|
2019
Q3 | $327K | Buy |
+5,722
| New | +$327K | ﹤0.01% | 1155 |
|
|
2017
Q3 | – | Sell |
-5,620
| Closed | -$274K | – | 1245 |
|
|
2017
Q2 | $274K | Buy |
+5,620
| New | +$274K | ﹤0.01% | 1049 |
|