HC Financial Advisors’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-358
| Closed | -$14K | – | 332 |
|
|
2021
Q1 | $14K | Sell |
358
-200
| -36% | -$7.82K | 0.01% | 218 |
|
|
2020
Q4 | $19K | Sell |
558
-200
| -26% | -$6.81K | 0.01% | 204 |
|
|
2020
Q3 | $22K | Hold |
758
| – | – | 0.02% | 173 |
|
|
2020
Q2 | $25K | Sell |
758
-2,858
| -79% | -$94.3K | 0.02% | 162 |
|
|
2020
Q1 | $108K | Buy |
+3,616
| New | +$108K | 0.1% | 79 |
|