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Lloyd Advisory Services’s Bridgewater Bancshares BWB Stock Holding History

Lloyd Advisory Services’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-134
Closed -$2K – 129
2022
Q1 		$2K Buy
+134
New +$2.33K ﹤0.01% 510

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NCGI
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PAIM
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Renaissance Technologies
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State Street
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TWM
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Lloyd Advisory Services's BWB Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Bridgewater Bancshares (BWB) in Q2 2022, closing a stake of 134 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in BWB in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 89 funds tracked by Wall St. Rank hold BWB as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Bridgewater Bancshares position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 134 Bridgewater Bancshares shares in Q2 2022, an estimated $2K.
  • Lloyd Advisory Services first reported a position in Bridgewater Bancshares in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Bridgewater Bancshares position peaked at $2K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.