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Mount Yale Investment Advisors’s BWX Technologies BWXT Stock Holding History

Mount Yale Investment Advisors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-646
Closed -$93.1K – 803
2025
Q2 		$93.1K Buy
+646
New +$75.5K 0.01% 674
2018
Q4 		– Sell
-175
Closed -$8K – 379
2018
Q3 		$8K Sell
175
-45
-20% -$2.85K ﹤0.01% 866
2018
Q2 		$14K Hold
220
– – ﹤0.01% 846
2018
Q1 		$14K Buy
+220
New +$13.9K ﹤0.01% 819

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SCM
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