IFP Advisors’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
Q1
Sell
-12
Closed -$3K 4523
2022
Q4
$3K Hold
12
﹤0.01% 4083
2022
Q3
$3K Hold
12
﹤0.01% 4284
2022
Q2
$3K Hold
12
﹤0.01% 4050
2022
Q1
$3K Buy
+12
New +$3K ﹤0.01% 4050