Halpern Financial’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $937K | Hold |
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|
2024
Q2 | $867K | Hold |
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|
2024
Q1 | $883K | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $888K | Hold |
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|
2023
Q2 | $999K | Hold |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $1.43M | Hold |
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|
2022
Q3 | $1.22M | Hold |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $990K | Hold |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $522K | Hold |
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|
2021
Q1 | $511K | Hold |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $491K | Buy |
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