SWM
Segment Wealth Management’s BWX Technologies BWXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,225
| Closed | -$282K | – | 159 |
|
|
2014
Q3 | $282K | Hold |
14,225
| – | – | 0.11% | 137 |
|
|
2014
Q2 | $330K | Hold |
14,225
| – | – | 0.13% | 124 |
|
|
2014
Q1 | $338K | Hold |
14,225
| – | – | 0.16% | 114 |
|
|
2013
Q4 | $348K | Sell |
14,225
-253
| -2% | -$6.19K | 0.17% | 107 |
|
|
2013
Q3 | $349K | Hold |
14,478
| – | – | 0.19% | 106 |
|
|
2013
Q2 | $311K | Buy |
+14,478
| New | +$311K | 0.19% | 103 |
|