SYSTM Wealth Solutions’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-767
| Closed | -$78.7K | – | 709 |
|
|
2024
Q1 | $78.7K | Sell |
767
-1,256
| -62% | -$129K | 0.01% | 510 |
|
|
2023
Q4 | $155K | Sell |
2,023
-8,450
| -81% | -$648K | 0.02% | 408 |
|
|
2023
Q3 | $785K | Sell |
10,473
-1,037
| -9% | -$77.8K | 0.12% | 216 |
|
|
2023
Q2 | $824K | Sell |
11,510
-63
| -0.5% | -$4.51K | 0.11% | 237 |
|
|
2023
Q1 | $730K | Buy |
11,573
+390
| +3% | +$24.6K | 0.11% | 221 |
|
|
2022
Q4 | $649K | Buy |
+11,183
| New | +$649K | 0.08% | 295 |
|