SWM
BKMU
SVA Wealth Management’s Bank Mutual Corp BKMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-109,460
| Closed | -$1.11M | – | 236 |
|
|
2018
Q1 | $1.11M | Hold |
109,460
| – | – | 0.14% | 112 |
|
|
2017
Q4 | $1.17M | Hold |
109,460
| – | – | 0.14% | 113 |
|
|
2017
Q3 | $1.11M | Buy |
109,460
+707
| +0.7% | +$7.18K | 0.14% | 112 |
|
|
2017
Q2 | $995K | Buy |
108,753
+1,834
| +2% | +$16.8K | 0.13% | 110 |
|
|
2017
Q1 | $1.01M | Sell |
106,919
-49,963
| -32% | -$470K | 0.14% | 109 |
|
|
2016
Q4 | $1.48M | Hold |
156,882
| – | – | 0.22% | 97 |
|
|
2016
Q3 | $1.21M | Hold |
156,882
| – | – | 0.19% | 99 |
|
|
2016
Q2 | $1.21M | Sell |
156,882
-37,795
| -19% | -$290K | 0.19% | 101 |
|
|
2016
Q1 | $1.47M | Sell |
194,677
-34,958
| -15% | -$265K | 0.24% | 92 |
|
|
2015
Q4 | $1.79M | Buy |
+229,635
| New | +$1.79M | 0.31% | 85 |
|