Wellington Management Group’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,406
| Closed | -$135K | – | 1849 |
|
|
2020
Q1 | $135K | Sell |
17,406
-5,252
| -23% | -$40.7K | ﹤0.01% | 1866 |
|
|
2019
Q4 | $315K | Sell |
22,658
-3,202
| -12% | -$44.5K | ﹤0.01% | 1934 |
|
|
2019
Q3 | $336K | Sell |
25,860
-527
| -2% | -$6.85K | ﹤0.01% | 1930 |
|
|
2019
Q2 | $354K | Sell |
26,387
-4,289
| -14% | -$57.5K | ﹤0.01% | 1956 |
|
|
2019
Q1 | $383K | Sell |
30,676
-22,510
| -42% | -$281K | ﹤0.01% | 1941 |
|
|
2018
Q4 | $629K | Sell |
53,186
-5,791
| -10% | -$68.5K | ﹤0.01% | 1877 |
|
|
2018
Q3 | $848K | Sell |
58,977
-110
| -0.2% | -$1.58K | ﹤0.01% | 1915 |
|
|
2018
Q2 | $889K | Buy |
59,087
+41,968
| +245% | +$631K | ﹤0.01% | 1914 |
|
|
2018
Q1 | $234K | Buy |
+17,119
| New | +$234K | ﹤0.01% | 2144 |
|