Wilkins Investment Counsel’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,165
| Closed | -$639K | – | 72 |
|
|
2019
Q4 | $639K | Hold |
22,165
| – | – | 0.18% | 61 |
|
|
2019
Q3 | $610K | Hold |
22,165
| – | – | 0.18% | 61 |
|
|
2019
Q2 | $636K | Hold |
22,165
| – | – | 0.19% | 61 |
|
|
2019
Q1 | $647K | Hold |
22,165
| – | – | 0.2% | 58 |
|
|
2018
Q4 | $636K | Hold |
22,165
| – | – | 0.21% | 57 |
|
|
2018
Q3 | $695K | Hold |
22,165
| – | – | 0.21% | 60 |
|
|
2018
Q2 | $713K | Hold |
22,165
| – | – | 0.22% | 58 |
|
|
2018
Q1 | $715K | Hold |
22,165
| – | – | 0.23% | 58 |
|
|
2017
Q4 | $761K | Hold |
22,165
| – | – | 0.23% | 59 |
|
|
2017
Q3 | $819K | Hold |
22,165
| – | – | 0.25% | 58 |
|
|
2017
Q2 | $692K | Hold |
22,165
| – | – | 0.22% | 60 |
|
|
2017
Q1 | $762K | Hold |
22,165
| – | – | 0.24% | 55 |
|
|
2016
Q4 | $720K | Hold |
22,165
| – | – | 0.23% | 58 |
|
|
2016
Q3 | $525K | Hold |
22,165
| – | – | 0.18% | 62 |
|
|
2016
Q2 | $489K | Hold |
22,165
| – | – | 0.17% | 65 |
|
|
2016
Q1 | $434K | Hold |
22,165
| – | – | 0.16% | 66 |
|
|
2015
Q4 | $440K | Hold |
22,165
| – | – | 0.17% | 66 |
|
|
2015
Q3 | $405K | Hold |
22,165
| – | – | 0.15% | 68 |
|
|
2015
Q2 | $395K | Hold |
22,165
| – | – | 0.14% | 69 |
|
|
2015
Q1 | $427K | Hold |
22,165
| – | – | 0.15% | 68 |
|
|
2014
Q4 | $465K | Hold |
22,165
| – | – | 0.16% | 66 |
|
|
2014
Q3 | $420K | Buy |
+22,165
| New | +$420K | 0.15% | 68 |
|