Aperio Group’s Bryn Mawr Bank Corp BMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $401K | Buy |
13,114
+3,820
| +41% | +$117K | ﹤0.01% | 2063 |
|
|
2020
Q3 | $231K | Buy |
+9,294
| New | +$231K | ﹤0.01% | 2181 |
|
|
2020
Q1 | – | Sell |
-8,979
| Closed | -$370K | – | 2425 |
|
|
2019
Q4 | $370K | Buy |
8,979
+554
| +7% | +$22.8K | ﹤0.01% | 1966 |
|
|
2019
Q3 | $308K | Sell |
8,425
-5,461
| -39% | -$200K | ﹤0.01% | 2008 |
|
|
2019
Q2 | $518K | Buy |
13,886
+2,361
| +20% | +$88.1K | ﹤0.01% | 1768 |
|
|
2019
Q1 | $416K | Buy |
11,525
+2,597
| +29% | +$93.7K | ﹤0.01% | 1851 |
|
|
2018
Q4 | $307K | Buy |
8,928
+4,222
| +90% | +$145K | ﹤0.01% | 1932 |
|
|
2018
Q3 | $221K | Buy |
4,706
+83
| +2% | +$3.9K | ﹤0.01% | 2153 |
|
|
2018
Q2 | $214K | Sell |
4,623
-126
| -3% | -$5.83K | ﹤0.01% | 2143 |
|
|
2018
Q1 | $209K | Buy |
+4,749
| New | +$209K | ﹤0.01% | 2124 |
|