Kestra Advisory Services’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $402K | Sell |
2,791
-35
| -1% | -$5.04K | ﹤0.01% | 2117 |
|
2025
Q1 | $279K | Buy |
2,826
+195
| +7% | +$19.2K | ﹤0.01% | 2215 |
|
2024
Q4 | $293K | Buy |
2,631
+552
| +27% | +$61.5K | ﹤0.01% | 2225 |
|
2024
Q3 | $226K | Buy |
+2,079
| New | +$226K | ﹤0.01% | 2279 |
|
2023
Q1 | – | Sell |
-3,470
| Closed | -$202K | – | 2098 |
|
2022
Q4 | $202K | Buy |
+3,470
| New | +$202K | ﹤0.01% | 2021 |
|