LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s BWX Technologies BWXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68
| Closed | -$7.12K | – | 533 |
|
|
2025
Q1 | $7.12K | Buy |
+68
| New | +$7.12K | ﹤0.01% | 495 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$9K | – | 778 |
|
|
2021
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 643 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$9K | – | 363 |
|
|
2020
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 579 |
|
|
2018
Q1 | – | Sell |
-49
| Closed | -$3K | – | 731 |
|
|
2017
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 623 |
|
|
2017
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 616 |
|