Halpern Financial’s John Marshall Bancorp JMSB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$937K	Hold	49,730	–	–	0.24%	34
2024 Q2	$867K	Hold	49,730	–	–	0.24%	34
2024 Q1	$883K	Hold	49,730	–	–	0.26%	33
2023 Q4	$1.04M	Hold	49,730	–	–	0.32%	32
2023 Q3	$888K	Hold	49,730	–	–	0.31%	30
2023 Q2	$999K	Hold	49,730	–	–	0.34%	28
2023 Q1	$1.07M	Hold	49,730	–	–	0.39%	24
2022 Q4	$1.43M	Hold	49,730	–	–	0.52%	21
2022 Q3	$1.22M	Hold	49,730	–	–	0.48%	23
2022 Q2	$1.12M	Hold	49,730	–	–	0.44%	23
2022 Q1	$1.09M	Hold	49,730	–	–	0.4%	27
2021 Q4	$990K	Hold	49,730	–	–	0.42%	19
2021 Q3	$903K	Buy	49,730 +20,000	+67%	+$363K	0.42%	19
2021 Q2	$522K	Hold	29,730	–	–	0.25%	23
2021 Q1	$511K	Hold	29,730	–	–	0.25%	22
2020 Q4	$425K	Hold	29,730	–	–	0.22%	23
2020 Q3	$318K	Hold	29,730	–	–	0.19%	25
2020 Q2	$328K	Hold	29,730	–	–	0.22%	23
2020 Q1	$327K	Hold	29,730	–	–	0.31%	19
2019 Q4	$491K	Buy	+29,730	New	+$491K	0.38%	23