Sageworth Trust’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-39
| Closed | -$4.75K | – | 127 |
|
2023
Q1 | $4.75K | Hold |
39
| – | – | ﹤0.01% | 390 |
|
2022
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 269 |
|
2022
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 255 |
|
2022
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 318 |
|
2022
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 265 |
|
2021
Q4 | $4K | Sell |
39
-131
| -77% | -$13.4K | ﹤0.01% | 429 |
|
2021
Q3 | $17K | Hold |
170
| – | – | ﹤0.01% | 397 |
|
2021
Q2 | $17K | Buy |
+170
| New | +$17K | ﹤0.01% | 430 |
|