Envestnet Asset Management’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-196
| Closed | -$8K | – | 1402 |
|
|
2018
Q2 | $8K | Hold |
196
| – | – | ﹤0.01% | 2573 |
|
|
2018
Q1 | $7K | Buy |
196
+136
| +227% | +$4.86K | ﹤0.01% | 2552 |
|
|
2017
Q4 | $2K | Sell |
60
-34
| -36% | -$1.13K | ﹤0.01% | 2829 |
|
|
2017
Q3 | $3K | Sell |
94
-2
| -2% | -$64 | ﹤0.01% | 2761 |
|
|
2017
Q2 | $3K | Sell |
96
-2
| -2% | -$63 | ﹤0.01% | 2898 |
|
|
2017
Q1 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 2961 |
|
|
2013
Q4 | – | Sell |
-28
| Closed | -$1K | – | 2453 |
|
|
2013
Q3 | $1K | Sell |
28
-48
| -63% | -$1.71K | ﹤0.01% | 2252 |
|
|
2013
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 2072 |
|