Pathstone Family Office’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $943K | Sell |
6,559
-879
| -12% | -$126K | 0.01% | 734 |
|
|
2023
Q2 | $1.1M | Sell |
7,438
-460
| -6% | -$67.9K | 0.02% | 452 |
|
|
2023
Q1 | $962K | Sell |
7,898
-14,506
| -65% | -$1.77M | 0.02% | 457 |
|
|
2022
Q4 | $2.18M | Buy |
22,404
+2,424
| +12% | +$235K | 0.02% | 478 |
|
|
2022
Q3 | $1.85M | Buy |
19,980
+11,076
| +124% | +$1.02M | 0.02% | 471 |
|
|
2022
Q2 | $720K | Buy |
8,904
+120
| +1% | +$9.71K | 0.02% | 435 |
|
|
2022
Q1 | $928K | Sell |
8,784
-17
| -0.2% | -$1.8K | 0.02% | 350 |
|
|
2021
Q4 | $938K | Buy |
8,801
+1
| +0% | +$107 | 0.02% | 353 |
|
|
2021
Q3 | $890K | Buy |
8,800
+675
| +8% | +$68.3K | 0.03% | 328 |
|
|
2021
Q2 | $797K | Buy |
8,125
+3,577
| +79% | +$351K | 0.02% | 333 |
|
|
2021
Q1 | $423K | Buy |
+4,548
| New | +$423K | 0.01% | 382 |
|