Wealthspire Advisors (Maryland)’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-378
| Closed | -$21K | – | 666 |
|
|
2019
Q1 | $21K | Hold |
378
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q4 | $19K | Buy |
378
+3
| +0.8% | +$151 | ﹤0.01% | 1217 |
|
|
2018
Q3 | $20K | Buy |
375
+11
| +3% | +$587 | ﹤0.01% | 1299 |
|
|
2018
Q2 | $16K | Sell |
364
-6
| -2% | -$264 | ﹤0.01% | 1387 |
|
|
2018
Q1 | $17K | Hold |
370
| – | – | ﹤0.01% | 1340 |
|
|
2017
Q4 | $18K | Buy |
370
+63
| +21% | +$3.07K | ﹤0.01% | 1358 |
|
|
2017
Q3 | $15K | Buy |
307
+2
| +0.7% | +$98 | ﹤0.01% | 1393 |
|
|
2017
Q2 | $12K | Hold |
305
| – | – | ﹤0.01% | 1455 |
|
|
2017
Q1 | $11K | Hold |
305
| – | – | ﹤0.01% | 1292 |
|
|
2016
Q4 | $11K | Sell |
305
-109
| -26% | -$3.93K | ﹤0.01% | 1188 |
|
|
2016
Q3 | $14K | Hold |
414
| – | – | ﹤0.01% | 1161 |
|
|
2016
Q2 | $15K | Hold |
414
| – | – | ﹤0.01% | 1092 |
|
|
2016
Q1 | $14K | Hold |
414
| – | – | ﹤0.01% | 1097 |
|
|
2015
Q4 | $12K | Buy |
+414
| New | +$12K | ﹤0.01% | 1135 |
|