Clearstead Advisors’s John Marshall Bancorp JMSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$3.57K	–	1591
2023 Q3	$3.57K	Buy	200 +100	+100%	+$1.79K	﹤0.01%	1303
2023 Q2	$2.01K	Hold	100	–	–	﹤0.01%	1152
2023 Q1	$2.16K	Buy	+100	New	+$2.16K	﹤0.01%	1125