Buckingham Strategic Wealth’s Bryn Mawr Bank Corp BMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,580
| Closed | -$296K | – | 636 |
|
|
2021
Q4 | $296K | Hold |
6,580
| – | – | 0.01% | 475 |
|
|
2021
Q3 | $302K | Hold |
6,580
| – | – | 0.01% | 466 |
|
|
2021
Q2 | $278K | Hold |
6,580
| – | – | 0.01% | 479 |
|
|
2021
Q1 | $299K | Sell |
6,580
-30
| -0.5% | -$1.36K | 0.01% | 437 |
|
|
2020
Q4 | $202K | Buy |
+6,610
| New | +$202K | 0.01% | 507 |
|
|
2020
Q3 | – | Sell |
-7,255
| Closed | -$201K | – | 501 |
|
|
2020
Q2 | $201K | Hold |
7,255
| – | – | 0.02% | 379 |
|
|
2020
Q1 | $206K | Hold |
7,255
| – | – | 0.02% | 420 |
|
|
2019
Q4 | $299K | Hold |
7,255
| – | – | 0.03% | 362 |
|
|
2019
Q3 | $265K | Sell |
7,255
-250
| -3% | -$9.13K | 0.03% | 348 |
|
|
2019
Q2 | $280K | Buy |
+7,505
| New | +$280K | 0.03% | 356 |
|
|
2016
Q4 | – | Sell |
-8,505
| Closed | -$272K | – | 243 |
|
|
2016
Q3 | $272K | Buy |
+8,505
| New | +$272K | 0.09% | 168 |
|