Financial Architects (New Jersey)’s Bryn Mawr Bank Corp BMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,901
| Closed | -$225K | – | 353 |
|
|
2021
Q3 | $225K | Buy |
4,901
+9
| +0.2% | +$413 | 0.03% | 302 |
|
|
2021
Q2 | $206K | Buy |
4,892
+6
| +0.1% | +$253 | 0.03% | 327 |
|
|
2021
Q1 | $222K | Buy |
+4,886
| New | +$222K | 0.03% | 312 |
|
|
2020
Q3 | – | Sell |
-4,856
| Closed | -$134K | – | 830 |
|
|
2020
Q2 | $134K | Buy |
4,856
+11
| +0.2% | +$304 | 0.03% | 289 |
|
|
2020
Q1 | $138K | Buy |
4,845
+8
| +0.2% | +$228 | 0.04% | 267 |
|
|
2019
Q4 | $199K | Sell |
4,837
-120
| -2% | -$4.94K | 0.04% | 245 |
|
|
2019
Q3 | $181K | Buy |
4,957
+9
| +0.2% | +$329 | 0.04% | 238 |
|
|
2019
Q2 | $185K | Buy |
4,948
+9
| +0.2% | +$336 | 0.03% | 246 |
|
|
2019
Q1 | $178K | Sell |
4,939
-2,593
| -34% | -$93.5K | 0.03% | 301 |
|
|
2018
Q4 | $259K | Sell |
7,532
-121
| -2% | -$4.16K | 0.05% | 218 |
|
|
2018
Q3 | $359K | Sell |
7,653
-72
| -0.9% | -$3.38K | 0.06% | 204 |
|
|
2018
Q2 | $358K | Buy |
7,725
+2,136
| +38% | +$99K | 0.06% | 200 |
|
|
2018
Q1 | $246K | Sell |
5,589
-247
| -4% | -$10.9K | 0.05% | 250 |
|
|
2017
Q4 | $258K | Buy |
5,836
+5,436
| +1,359% | +$240K | 0.04% | 259 |
|
|
2017
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 886 |
|
|
2017
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 905 |
|
|
2017
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 907 |
|
|
2016
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 872 |
|
|
2016
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 937 |
|
|
2016
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 920 |
|
|
2016
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 747 |
|