Wealthspire Advisors (Maryland)’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-312
| Closed | -$15K | – | 693 |
|
|
2019
Q1 | $15K | Sell |
312
-35
| -10% | -$1.68K | ﹤0.01% | 1381 |
|
|
2018
Q4 | $13K | Buy |
347
+246
| +244% | +$9.22K | ﹤0.01% | 1366 |
|
|
2018
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 1712 |
|
|
2018
Q2 | $6K | Buy |
101
+11
| +12% | +$653 | ﹤0.01% | 1702 |
|
|
2018
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 1725 |
|
|
2017
Q4 | $5K | Sell |
90
-266
| -75% | -$14.8K | ﹤0.01% | 1814 |
|
|
2017
Q3 | $20K | Sell |
356
-8
| -2% | -$449 | ﹤0.01% | 1296 |
|
|
2017
Q2 | $18K | Buy |
364
+11
| +3% | +$544 | ﹤0.01% | 1306 |
|
|
2017
Q1 | $17K | Buy |
353
+11
| +3% | +$530 | ﹤0.01% | 1139 |
|
|
2016
Q4 | $14K | Hold |
342
| – | – | ﹤0.01% | 1110 |
|
|
2016
Q3 | $13K | Hold |
342
| – | – | ﹤0.01% | 1177 |
|
|
2016
Q2 | $12K | Buy |
342
+308
| +906% | +$10.8K | ﹤0.01% | 1153 |
|
|
2016
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1628 |
|
|
2015
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1599 |
|