Tilia Fiduciary Partners’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$28.6K | – | 147 |
|
|
2023
Q2 | $28.6K | Hold |
400
| – | – | 0.03% | 265 |
|
|
2023
Q1 | $25.2K | Hold |
400
| – | – | 0.02% | 273 |
|
|
2022
Q4 | $23.2K | Hold |
400
| – | – | 0.02% | 272 |
|
|
2022
Q3 | $21K | Hold |
400
| – | – | 0.02% | 279 |
|
|
2022
Q2 | $22K | Hold |
400
| – | – | 0.02% | 282 |
|
|
2022
Q1 | $22K | Hold |
400
| – | – | 0.02% | 301 |
|
|
2021
Q4 | $19K | Buy |
+400
| New | +$19K | 0.02% | 340 |
|