First Wilshire Securities Management’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,302
| Closed | -$66K | – | 90 |
|
|
2023
Q2 | $66K | Buy |
22,302
+170
| +0.8% | +$503 | 0.02% | 83 |
|
|
2023
Q1 | $78K | Sell |
22,132
-89
| -0.4% | -$314 | 0.03% | 82 |
|
|
2022
Q4 | $116K | Sell |
22,221
-845
| -4% | -$4.41K | 0.04% | 82 |
|
|
2022
Q3 | $154K | Buy |
23,066
+383
| +2% | +$2.56K | 0.06% | 79 |
|
|
2022
Q2 | $134K | Sell |
22,683
-439
| -2% | -$2.59K | 0.05% | 82 |
|
|
2022
Q1 | $198K | Sell |
23,122
-1,474
| -6% | -$12.6K | 0.07% | 85 |
|
|
2021
Q4 | $227K | Buy |
24,596
+713
| +3% | +$6.58K | 0.07% | 83 |
|
|
2021
Q3 | $213K | Buy |
23,883
+490
| +2% | +$4.37K | 0.07% | 83 |
|
|
2021
Q2 | $257K | Sell |
23,393
-23
| -0.1% | -$253 | 0.09% | 76 |
|
|
2021
Q1 | $227K | Buy |
+23,416
| New | +$227K | 0.08% | 76 |
|