Portfolio Solutions’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,301
| Closed | -$228K | – | 178 |
|
|
2017
Q2 | $228K | Sell |
7,301
-6,000
| -45% | -$187K | 0.03% | 35 |
|
|
2017
Q1 | $457K | Hold |
13,301
| – | – | 0.06% | 21 |
|
|
2016
Q4 | $432K | Hold |
13,301
| – | – | 0.06% | 22 |
|
|
2016
Q3 | $315K | Sell |
13,301
-1,140
| -8% | -$27K | 0.05% | 23 |
|
|
2016
Q2 | $319K | Buy |
+14,441
| New | +$319K | 0.05% | 21 |
|