BIA
BMT Investment Advisors’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.68M | Buy |
45,665
+1,568
| +4% | +$92.1K | 1.68% | 14 |
|
|
2019
Q4 | $3.83M | Hold |
44,097
| – | – | 1.76% | 9 |
|
|
2019
Q3 | $3.32M | Hold |
44,097
| – | – | 1.7% | 9 |
|
|
2019
Q2 | $3.25M | Hold |
44,097
| – | – | 1.7% | 8 |
|
|
2019
Q1 | $3.01M | Buy |
44,097
+6,485
| +17% | +$443K | 1.65% | 9 |
|
|
2018
Q4 | $2.26M | Buy |
37,612
+3,767
| +11% | +$226K | 1.43% | 18 |
|
|
2018
Q3 | $2.78M | Buy |
33,845
+4,397
| +15% | +$361K | 1.59% | 9 |
|
|
2018
Q2 | $2.54M | Buy |
29,448
+1,819
| +7% | +$157K | 1.62% | 12 |
|
|
2018
Q1 | $2.36M | Buy |
27,629
+2,488
| +10% | +$212K | 1.59% | 10 |
|
|
2017
Q4 | $2.19M | Buy |
25,141
+6,932
| +38% | +$604K | 1.59% | 9 |
|
|
2017
Q3 | $1.64M | Buy |
+18,209
| New | +$1.64M | 1.51% | 11 |
|