Waypoint Capital Advisors’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,000
| Closed | -$710K | – | 133 |
|
|
2022
Q4 | $710K | Hold |
40,000
| – | – | 0.25% | 77 |
|
|
2022
Q3 | $659K | Hold |
40,000
| – | – | 0.29% | 58 |
|
|
2022
Q2 | $646K | Hold |
40,000
| – | – | 0.29% | 60 |
|
|
2022
Q1 | $667K | Hold |
40,000
| – | – | 0.39% | 60 |
|
|
2021
Q4 | $708K | Buy |
+40,000
| New | +$708K | 0.49% | 49 |
|