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Patriot Financial Group Insurance Agency’s Bridgewater Bancshares BWB Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q2 		– Sell
-1,100
Closed -$11K – 1663
2020
Q1 		$11K Sell
1,100
-100
-8% -$1.22K 0.01% 817
2019
Q4 		$17K Hold
1,200
– – 0.01% 721
2019
Q3 		$14K Buy
+1,200
New +$13.9K 0.01% 727

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Patriot Financial Group Insurance Agency's BWB Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Bridgewater Bancshares (BWB) in Q2 2020, closing a stake of 1,100 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in BWB in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 87 funds tracked by Wall St. Rank hold BWB as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Bridgewater Bancshares position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,100 Bridgewater Bancshares shares in Q2 2020, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in Bridgewater Bancshares in Q3 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Bridgewater Bancshares position peaked at $17K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.