Selective Wealth Management’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,190
| Closed | -$60K | – | 200 |
|
|
2022
Q3 | $60K | Hold |
1,190
| – | – | 0.03% | 272 |
|
|
2022
Q2 | $66K | Sell |
1,190
-6
| -0.5% | -$333 | 0.02% | 274 |
|
|
2022
Q1 | $64K | Sell |
1,196
-19
| -2% | -$1.02K | 0.02% | 264 |
|
|
2021
Q4 | $58K | Hold |
1,215
| – | – | 0.02% | 254 |
|
|
2021
Q3 | $65K | Buy |
1,215
+215
| +22% | +$11.5K | 0.03% | 232 |
|
|
2021
Q2 | $58K | Hold |
1,000
| – | – | 0.05% | 176 |
|
|
2021
Q1 | $66K | Hold |
1,000
| – | – | 0.06% | 108 |
|
|
2020
Q4 | $60K | Hold |
1,000
| – | – | 0.04% | 102 |
|
|
2020
Q3 | $56K | Hold |
1,000
| – | – | 0.04% | 93 |
|
|
2020
Q2 | $57K | Hold |
1,000
| – | – | 0.05% | 96 |
|
|
2020
Q1 | $49K | Hold |
1,000
| – | – | 0.08% | 60 |
|
|
2019
Q4 | $62K | Hold |
1,000
| – | – | 0.08% | 65 |
|
|
2019
Q3 | $57K | Buy |
+1,000
| New | +$57K | 0.08% | 71 |
|
|
2018
Q3 | $63K | Buy |
+1,000
| New | +$63K | 0.75% | 32 |
|