Nisa Investment Advisors’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Hold |
478
| – | – | ﹤0.01% | 2015 |
|
|
2025
Q1 | $14.4K | Hold |
478
| – | – | ﹤0.01% | 2005 |
|
|
2024
Q4 | $14.9K | Hold |
478
| – | – | ﹤0.01% | 2036 |
|
|
2024
Q3 | $14.3K | Hold |
478
| – | – | ﹤0.01% | 2016 |
|
|
2024
Q2 | $12.1K | Hold |
478
| – | – | ﹤0.01% | 2090 |
|
|
2024
Q1 | $12.4K | Hold |
478
| – | – | ﹤0.01% | 2003 |
|
|
2023
Q4 | $14.4K | Sell |
478
-500
| -51% | -$15.1K | ﹤0.01% | 1956 |
|
|
2023
Q3 | $23.7K | Buy |
978
+100
| +11% | +$2.43K | ﹤0.01% | 1964 |
|
|
2023
Q2 | $21.4K | Buy |
878
+598
| +214% | +$14.6K | ﹤0.01% | 2075 |
|
|
2023
Q1 | $7K | Hold |
280
| – | – | ﹤0.01% | 2197 |
|
|
2022
Q4 | $8K | Hold |
280
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q3 | $9K | Hold |
280
| – | – | ﹤0.01% | 2205 |
|
|
2022
Q2 | $9K | Buy |
+280
| New | +$9K | ﹤0.01% | 2198 |
|