Envestnet Asset Management’s BayCom BCML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Hold |
22,371
| – | – | ﹤0.01% | 3548 |
|
|
2025
Q1 | $563K | Hold |
22,371
| – | – | ﹤0.01% | 3550 |
|
|
2024
Q4 | $600K | Hold |
22,371
| – | – | ﹤0.01% | 3483 |
|
|
2024
Q3 | $531K | Sell |
22,371
-1,787
| -7% | -$42.4K | ﹤0.01% | 3514 |
|
|
2024
Q2 | $492K | Hold |
24,158
| – | – | ﹤0.01% | 3469 |
|
|
2024
Q1 | $498K | Hold |
24,158
| – | – | ﹤0.01% | 3436 |
|
|
2023
Q4 | $570K | Hold |
24,158
| – | – | ﹤0.01% | 3260 |
|
|
2023
Q3 | $464K | Hold |
24,158
| – | – | ﹤0.01% | 3301 |
|
|
2023
Q2 | $403K | Hold |
24,158
| – | – | ﹤0.01% | 3327 |
|
|
2023
Q1 | $413K | Hold |
24,158
| – | – | ﹤0.01% | 3273 |
|
|
2022
Q4 | $459K | Hold |
24,158
| – | – | ﹤0.01% | 3142 |
|
|
2022
Q3 | $425K | Hold |
24,158
| – | – | ﹤0.01% | 3116 |
|
|
2022
Q2 | $500K | Buy |
+24,158
| New | +$500K | ﹤0.01% | 3046 |
|
|
2019
Q2 | – | Sell |
-9,268
| Closed | -$210K | – | 3027 |
|
|
2019
Q1 | $210K | Buy |
+9,268
| New | +$210K | ﹤0.01% | 2811 |
|