Veritable’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,286
| Closed | -$253K | – | 911 |
|
|
2021
Q4 | $253K | Sell |
5,286
-1,147
| -18% | -$54.9K | ﹤0.01% | 777 |
|
|
2021
Q3 | $346K | Buy |
6,433
+36
| +0.6% | +$1.94K | 0.01% | 637 |
|
|
2021
Q2 | $372K | Buy |
6,397
+498
| +8% | +$29K | 0.01% | 614 |
|
|
2021
Q1 | $389K | Sell |
5,899
-936
| -14% | -$61.7K | 0.01% | 572 |
|
|
2020
Q4 | $412K | Buy |
6,835
+528
| +8% | +$31.8K | 0.01% | 545 |
|
|
2020
Q3 | $355K | Buy |
6,307
+66
| +1% | +$3.72K | 0.01% | 540 |
|
|
2020
Q2 | $353K | Sell |
6,241
-2,315
| -27% | -$131K | 0.01% | 553 |
|
|
2020
Q1 | $417K | Sell |
8,556
-456
| -5% | -$22.2K | 0.01% | 488 |
|
|
2019
Q4 | $559K | Hold |
9,012
| – | – | 0.01% | 502 |
|
|
2019
Q3 | $516K | Sell |
9,012
-403
| -4% | -$23.1K | 0.01% | 503 |
|
|
2019
Q2 | $491K | Sell |
9,415
-416
| -4% | -$21.7K | 0.01% | 504 |
|
|
2019
Q1 | $487K | Buy |
9,831
+44
| +0.4% | +$2.18K | 0.01% | 501 |
|
|
2018
Q4 | $374K | Buy |
9,787
+3,720
| +61% | +$142K | 0.01% | 533 |
|
|
2018
Q3 | $379K | Sell |
6,067
-1,080
| -15% | -$67.5K | 0.01% | 567 |
|
|
2018
Q2 | $445K | Sell |
7,147
-80
| -1% | -$4.98K | 0.01% | 517 |
|
|
2018
Q1 | $459K | Buy |
7,227
+1,862
| +35% | +$118K | 0.01% | 511 |
|
|
2017
Q4 | $325K | Buy |
+5,365
| New | +$325K | 0.01% | 601 |
|