Valley National Advisers’s Bowman Consulting BWMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-15,366
| Closed | -$488K | – | 804 |
|
2024
Q2 | $488K | Hold |
15,366
| – | – | 0.07% | 160 |
|
2024
Q1 | $534K | Hold |
15,366
| – | – | 0.08% | 157 |
|
2023
Q4 | $545K | Hold |
15,366
| – | – | 0.09% | 156 |
|
2023
Q3 | $431K | Hold |
15,366
| – | – | 0.08% | 176 |
|
2023
Q2 | $490K | Buy |
15,366
+4,454
| +41% | +$142K | 0.08% | 170 |
|
2023
Q1 | $322K | Hold |
10,912
| – | – | 0.06% | 202 |
|
2022
Q4 | $236K | Hold |
10,912
| – | – | 0.04% | 229 |
|
2022
Q3 | $163K | Buy |
10,912
+5,535
| +103% | +$82.7K | 0.03% | 258 |
|
2022
Q2 | $62K | Buy |
+5,377
| New | +$62K | 0.01% | 329 |
|