Covestor’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-86
| Closed | – | – | 2869 |
|
|
2024
Q4 | $0 | Buy |
86
+15
| +21% | – | ﹤0.01% | 2866 |
|
|
2024
Q3 | $0 | Hold |
71
| – | – | ﹤0.01% | 2892 |
|
|
2024
Q2 | $0 | Hold |
71
| – | – | ﹤0.01% | 2872 |
|
|
2024
Q1 | $0 | Hold |
71
| – | – | ﹤0.01% | 2874 |
|
|
2023
Q4 | $0 | Buy |
71
+13
| +22% | – | ﹤0.01% | 2863 |
|
|
2023
Q3 | $0 | Hold |
58
| – | – | ﹤0.01% | 2859 |
|
|
2023
Q2 | $0 | Buy |
+58
| New | – | ﹤0.01% | 2790 |
|