Surevest’s Badger Meter BMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$116K Buy
1,256
+3
+0.2% +$277 0.03% 157
2022
Q2
$101K Buy
1,253
+4
+0.3% +$322 0.03% 168
2022
Q1
$125K Buy
1,249
+2
+0.2% +$200 0.03% 150
2021
Q4
$133K Buy
+1,247
New +$133K 0.03% 137
2021
Q1
Sell
-2,475
Closed -$233K 93
2020
Q4
$233K Buy
+2,475
New +$233K 0.08% 84