Janney Montgomery Scott’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,093
| Closed | -$265K | – | 2571 |
|
|
2022
Q3 | $265K | Buy |
+9,093
| New | +$265K | ﹤0.01% | 2097 |
|
|
2019
Q3 | – | Sell |
-18,501
| Closed | -$531K | – | 2049 |
|
|
2019
Q2 | $531K | Buy |
18,501
+9,251
| +100% | +$266K | ﹤0.01% | 1398 |
|
|
2019
Q1 | $270K | Hold |
9,250
| – | – | ﹤0.01% | 1715 |
|
|
2018
Q4 | $266K | Buy |
+9,250
| New | +$266K | ﹤0.01% | 1634 |
|
|
2018
Q1 | – | Sell |
-18,501
| Closed | -$635K | – | 1941 |
|
|
2017
Q4 | $635K | Buy |
+18,501
| New | +$635K | 0.01% | 1185 |
|
|
2015
Q4 | – | Sell |
-19,049
| Closed | -$348K | – | 1374 |
|
|
2015
Q3 | $348K | Hold |
19,049
| – | – | 0.01% | 995 |
|
|
2015
Q2 | $340K | Hold |
19,049
| – | – | 0.01% | 1419 |
|
|
2015
Q1 | $367K | Hold |
19,049
| – | – | 0.01% | 1605 |
|
|
2014
Q4 | $400K | Buy |
+19,049
| New | +$400K | 0.01% | 1471 |
|