Kore Private Wealth’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,133
| Closed | -$81K | – | 383 |
|
|
2020
Q2 | $81K | Hold |
5,133
| – | – | 0.02% | 368 |
|
|
2020
Q1 | $78K | Sell |
5,133
-867
| -14% | -$13.2K | 0.02% | 345 |
|
|
2019
Q4 | $173K | Sell |
6,000
-24,562
| -80% | -$708K | 0.03% | 269 |
|
|
2019
Q3 | $830K | Sell |
30,562
-5,000
| -14% | -$136K | 0.19% | 97 |
|
|
2019
Q2 | $1.02M | Hold |
35,562
| – | – | 0.23% | 87 |
|
|
2019
Q1 | $1.04M | Hold |
35,562
| – | – | 0.23% | 84 |
|
|
2018
Q4 | $1.02M | Buy |
+35,562
| New | +$1.02M | 0.28% | 72 |
|