IFP Advisors’s BM Technologies, Inc. Warrants, each warrant exercisable for one share of Common Stock at an exercise price of $11.50 BMTX.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$86 | – | 3466 |
|
|
2024
Q2 | $86 | Hold |
2,000
| – | – | ﹤0.01% | 3173 |
|
|
2024
Q1 | $24 | Hold |
2,000
| – | – | ﹤0.01% | 3091 |
|
|
2023
Q4 | $68 | Hold |
2,000
| – | – | ﹤0.01% | 2986 |
|
|
2023
Q3 | $140 | Hold |
2,000
| – | – | ﹤0.01% | 3210 |
|
|
2023
Q2 | $300 | Hold |
2,000
| – | – | ﹤0.01% | 3271 |
|
|
2023
Q1 | $4.82K | Hold |
2,000
| – | – | ﹤0.01% | 2578 |
|
|
2022
Q4 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 3829 |
|
|
2022
Q3 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 4071 |
|
|
2022
Q2 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 3840 |
|
|
2022
Q1 | $5K | Buy |
+2,000
| New | +$5K | ﹤0.01% | 3840 |
|