CIBC Private Wealth Group’s John Marshall Bancorp JMSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,859
| Closed | -$650K | – | 3081 |
|
|
2024
Q3 | $650K | Sell |
32,859
-3,345
| -9% | -$66.2K | ﹤0.01% | 791 |
|
|
2024
Q2 | $609K | Hold |
36,204
| – | – | ﹤0.01% | 771 |
|
|
2024
Q1 | $627K | Hold |
36,204
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $817K | Sell |
36,204
-5,008
| -12% | -$113K | ﹤0.01% | 678 |
|
|
2023
Q3 | $736K | Hold |
41,212
| – | – | ﹤0.01% | 668 |
|
|
2023
Q2 | $828K | Hold |
41,212
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $5.37M | Hold |
41,212
| – | – | 0.01% | 385 |
|
|
2022
Q4 | $1.19M | Hold |
41,212
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $1.01M | Hold |
41,212
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $929K | Buy |
+41,212
| New | +$929K | ﹤0.01% | 608 |
|