Envestnet Asset Management’s BayCom BCML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Hold |
|
|||||
|
2025
Q1 | $563K | Hold |
|
|||||
|
2024
Q4 | $600K | Hold |
|
|||||
|
2024
Q3 | $531K | Sell |
|
|||||
|
2024
Q2 | $492K | Hold |
|
|||||
|
2024
Q1 | $498K | Hold |
|
|||||
|
2023
Q4 | $570K | Hold |
|
|||||
|
2023
Q3 | $464K | Hold |
|
|||||
|
2023
Q2 | $403K | Hold |
|
|||||
|
2023
Q1 | $413K | Hold |
|
|||||
|
2022
Q4 | $459K | Hold |
|
|||||
|
2022
Q3 | $425K | Hold |
|
|||||
|
2022
Q2 | $500K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $210K | Buy |
|