Anchor Capital Advisors’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-69,305
| Closed | -$244K | – | 276 |
|
|
2023
Q1 | $244K | Buy |
69,305
+260
| +0.4% | +$915 | 0.01% | 251 |
|
|
2022
Q4 | $360K | Sell |
69,045
-111,301
| -62% | -$580K | 0.01% | 229 |
|
|
2022
Q3 | $1.21M | Buy |
180,346
+7,050
| +4% | +$47.2K | 0.03% | 155 |
|
|
2022
Q2 | $1.02M | Buy |
173,296
+16,020
| +10% | +$94.4K | 0.03% | 173 |
|
|
2022
Q1 | $1.35M | Buy |
157,276
+31,815
| +25% | +$272K | 0.03% | 170 |
|
|
2021
Q4 | $1.16M | Sell |
125,461
-13,085
| -9% | -$120K | 0.02% | 177 |
|
|
2021
Q3 | $1.23M | Sell |
138,546
-1,955
| -1% | -$17.4K | 0.03% | 166 |
|
|
2021
Q2 | $1.75M | Buy |
140,501
+3,725
| +3% | +$46.3K | 0.04% | 156 |
|
|
2021
Q1 | $1.59M | Buy |
+136,776
| New | +$1.59M | 0.03% | 157 |
|