IIM
BMTC
Ironwood Investment Management’s Bryn Mawr Bank Corp BMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,550
| Closed | -$655K | – | 183 |
|
|
2021
Q4 | $655K | Hold |
14,550
| – | – | 0.32% | 103 |
|
|
2021
Q3 | $669K | Sell |
14,550
-430
| -3% | -$19.8K | 0.35% | 101 |
|
|
2021
Q2 | $632K | Hold |
14,980
| – | – | 0.32% | 104 |
|
|
2021
Q1 | $682K | Hold |
14,980
| – | – | 0.36% | 101 |
|
|
2020
Q4 | $458K | Sell |
14,980
-430
| -3% | -$13.1K | 0.27% | 118 |
|
|
2020
Q3 | $383K | Buy |
15,410
+430
| +3% | +$10.7K | 0.27% | 116 |
|
|
2020
Q2 | $414K | Hold |
14,980
| – | – | 0.32% | 112 |
|
|
2020
Q1 | $425K | Hold |
14,980
| – | – | 0.43% | 90 |
|
|
2019
Q4 | $618K | Hold |
14,980
| – | – | 0.43% | 86 |
|
|
2019
Q3 | $547K | Sell |
14,980
-70
| -0.5% | -$2.56K | 0.41% | 90 |
|
|
2019
Q2 | $562K | Hold |
15,050
| – | – | 0.44% | 87 |
|
|
2019
Q1 | $544K | Hold |
15,050
| – | – | 0.44% | 87 |
|
|
2018
Q4 | $518K | Hold |
15,050
| – | – | 0.48% | 78 |
|
|
2018
Q3 | $706K | Hold |
15,050
| – | – | 0.49% | 77 |
|
|
2018
Q2 | $697K | Sell |
15,050
-200
| -1% | -$9.26K | 0.49% | 75 |
|
|
2018
Q1 | $670K | Hold |
15,250
| – | – | 0.49% | 79 |
|
|
2017
Q4 | $674K | Hold |
15,250
| – | – | 0.48% | 76 |
|
|
2017
Q3 | $668K | Hold |
15,250
| – | – | 0.47% | 82 |
|
|
2017
Q2 | $648K | Hold |
15,250
| – | – | 0.47% | 86 |
|
|
2017
Q1 | $602K | Hold |
15,250
| – | – | 0.45% | 89 |
|
|
2016
Q4 | $643K | Hold |
15,250
| – | – | 0.47% | 88 |
|
|
2016
Q3 | $488K | Buy |
15,250
+500
| +3% | +$16K | 0.37% | 106 |
|
|
2016
Q2 | $431K | Buy |
14,750
+200
| +1% | +$5.84K | 0.32% | 115 |
|
|
2016
Q1 | $374K | Hold |
14,550
| – | – | 0.25% | 124 |
|
|
2015
Q4 | $418K | Hold |
14,550
| – | – | 0.17% | 120 |
|
|
2015
Q3 | $452K | Buy |
14,550
+1,200
| +9% | +$37.3K | 0.17% | 120 |
|
|
2015
Q2 | $403K | Buy |
+13,350
| New | +$403K | 0.09% | 126 |
|