JNBA Financial Advisors’s Bridgewater Bancshares BWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79.6K	Hold	5,000	–	–	0.01%	247
2025 Q1	$69.5K	Hold	5,000	–	–	0.01%	246
2024 Q4	$67.6K	Hold	5,000	–	–	0.01%	259
2024 Q3	$70.9K	Hold	5,000	–	–	0.01%	256
2024 Q2	$58.1K	Hold	5,000	–	–	0.01%	272
2024 Q1	$58.2K	Hold	5,000	–	–	0.01%	273
2023 Q4	$67.6K	Hold	5,000	–	–	0.01%	259
2023 Q3	$47.4K	Hold	5,000	–	–	0.01%	282
2023 Q2	$49.3K	Hold	5,000	–	–	0.01%	281
2023 Q1	$54.2K	Hold	5,000	–	–	0.01%	275
2022 Q4	$88.7K	Hold	5,000	–	–	0.01%	237
2022 Q3	$82K	Hold	5,000	–	–	0.01%	237
2022 Q2	$81K	Hold	5,000	–	–	0.01%	239
2022 Q1	$83K	Hold	5,000	–	–	0.01%	243
2021 Q4	$88K	Hold	5,000	–	–	0.01%	248
2021 Q3	$88K	Hold	5,000	–	–	0.01%	236
2021 Q2	$81K	Hold	5,000	–	–	0.01%	245
2021 Q1	$81K	Sell	5,000 -3,000	-38%	-$48.6K	0.01%	242
2020 Q4	$100K	Sell	8,000 -1,000	-11%	-$12.5K	0.02%	211
2020 Q3	$85K	Hold	9,000	–	–	0.02%	203
2020 Q2	$92K	Hold	9,000	–	–	0.02%	186
2020 Q1	$88K	Hold	9,000	–	–	0.02%	182
2019 Q4	$124K	Hold	9,000	–	–	0.02%	172
2019 Q3	$107K	Hold	9,000	–	–	0.02%	171
2019 Q2	$104K	Buy	+9,000	New	+$104K	0.02%	178