Geneos Wealth Management’s Bryn Mawr Bank Corp BMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $165K | Hold |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $184K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $165K | Hold |
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|
2019
Q3 | $147K | Hold |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $145K | Hold |
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|
2018
Q4 | $137K | Hold |
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|
2018
Q3 | $189K | Hold |
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|
2018
Q2 | $186K | Hold |
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|
2018
Q1 | $177K | Hold |
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|
2017
Q4 | $178K | Buy |
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|
2017
Q3 | $175K | Hold |
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|
2017
Q2 | $170K | Hold |
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|
2017
Q1 | $158K | Buy |
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