Cerity Partners’s BayCom BCML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
83,150
-91
| -0.1% | -$2.52K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $2.1M | Buy |
83,241
+533
| +0.6% | +$13.4K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $2.22M | Sell |
82,708
-19,999
| -19% | -$537K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $2.44M | Buy |
102,707
+34
| +0% | +$806 | 0.01% | 1002 |
|
|
2024
Q2 | $2.09M | Buy |
+102,673
| New | +$2.09M | 0.01% | 892 |
|
|
2023
Q3 | – | Sell |
-102,500
| Closed | -$1.71M | – | 1415 |
|
|
2023
Q2 | $1.71M | Buy |
+102,500
| New | +$1.71M | 0.01% | 763 |
|