WFG Advisors’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Buy |
226
+1
| +0.4% | +$49 | ﹤0.01% | 1101 |
|
|
2017
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 1033 |
|
|
2016
Q4 | $9K | Buy |
225
+200
| +800% | +$8K | ﹤0.01% | 1129 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1451 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1435 |
|
|
2016
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1397 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1430 |
|
|
2015
Q3 | $1K | Sell |
25
-10
| -29% | -$400 | ﹤0.01% | 1473 |
|
|
2015
Q2 | $1K | Sell |
35
-81
| -70% | -$2.31K | ﹤0.01% | 1545 |
|
|
2015
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 1446 |
|
|
2014
Q4 | $3K | Sell |
116
-10,232
| -99% | -$265K | ﹤0.01% | 1738 |
|
|
2014
Q3 | $205K | Sell |
10,348
-11,756
| -53% | -$233K | 0.04% | 442 |
|
|
2014
Q2 | $513K | Sell |
22,104
-25,620
| -54% | -$595K | 0.1% | 254 |
|
|
2014
Q1 | $1.13M | Sell |
47,724
-3,815
| -7% | -$90.6K | 0.23% | 96 |
|
|
2013
Q4 | $1.26M | Sell |
51,539
-33,280
| -39% | -$814K | 0.18% | 134 |
|
|
2013
Q3 | $2.05M | Buy |
84,819
+2,512
| +3% | +$60.6K | 0.32% | 67 |
|
|
2013
Q2 | $1.77M | Buy |
+82,307
| New | +$1.77M | 0.29% | 75 |
|