Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,028
| Closed | -$231K | – | 744 |
|
|
2022
Q4 | $231K | Buy |
7,028
+3
| +0% | +$99 | 0.02% | 627 |
|
|
2022
Q3 | $210K | Buy |
7,025
+4
| +0.1% | +$120 | 0.02% | 663 |
|
|
2022
Q2 | $223K | Buy |
7,021
+3
| +0% | +$95 | 0.02% | 591 |
|
|
2022
Q1 | $246K | Buy |
+7,018
| New | +$246K | 0.02% | 628 |
|
|
2018
Q4 | – | Sell |
-1,844
| Closed | -$77K | – | 431 |
|
|
2018
Q3 | $77K | Buy |
+1,844
| New | +$77K | 0.01% | 490 |
|
|
2018
Q1 | – | Sell |
-7,368
| Closed | -$251K | – | 488 |
|
|
2017
Q4 | $251K | Buy |
+7,368
| New | +$251K | 0.03% | 399 |
|