Kestra Private Wealth 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 | $627K | Buy |
4,351
+1,862
| +75% | +$268K | 0.01% | 935 |
|
2025
Q1 | $246K | Sell |
2,489
-1,613
| -39% | -$159K | ﹤0.01% | 1292 |
|
2024
Q4 | $457K | Buy |
4,102
+673
| +20% | +$75K | 0.01% | 958 |
|
2024
Q3 | $373K | Buy |
3,429
+749
| +28% | +$81.4K | 0.01% | 1003 |
|
2024
Q2 | $255K | Buy |
2,680
+3
| +0.1% | +$285 | 0.01% | 1113 |
|
2024
Q1 | $275K | Buy |
+2,677
| New | +$275K | 0.01% | 1044 |
|