CAPTRUST Financial Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,207
Closed -$38K 2309
2022
Q2
$38K Sell
1,207
-1,965
-62% -$63.6K ﹤0.01% 2964
2022
Q1
$111K Buy
3,172
+1,124
+55% +$41K ﹤0.01% 2187
2021
Q4
$76K Sell
2,048
-11,108
-84% -$415K ﹤0.01% 2356
2021
Q3
$497K Buy
13,156
+12,989
+7,778% +$453K ﹤0.01% 1039
2021
Q2
$5K Sell
167
-70
-30% -$2.45K ﹤0.01% 3847
2021
Q1
$9K Sell
237
-1,242
-84% -$47.9K ﹤0.01% 3477
2020
Q4
$51K Buy
+1,479
New +$50.4K ﹤0.01% 1817
2020
Q3
Sell
-1,306
Closed -$42K 3056
2020
Q2
$42K Buy
+1,306
New +$41.4K ﹤0.01% 1682

Other funds holding BMRC