J.P. Morgan Private Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,757
| Closed | -$214K | – | 2007 |
|
|
2021
Q4 | $214K | Buy |
+5,757
| New | +$214K | ﹤0.01% | 1884 |
|
|
2019
Q1 | – | Sell |
-8,645
| Closed | -$357K | – | 1463 |
|
|
2018
Q4 | $357K | Buy |
8,645
+653
| +8% | +$27K | ﹤0.01% | 1088 |
|
|
2018
Q3 | $335K | Buy |
7,992
+478
| +6% | +$20K | ﹤0.01% | 1233 |
|
|
2018
Q2 | $304K | Hold |
7,514
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q1 | $259K | Buy |
7,514
+520
| +7% | +$17.9K | ﹤0.01% | 1098 |
|
|
2017
Q4 | $238K | Hold |
6,994
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q3 | $240K | Buy |
6,994
+432
| +7% | +$14.8K | ﹤0.01% | 1095 |
|
|
2017
Q2 | $202K | Buy |
+6,562
| New | +$202K | ﹤0.01% | 1149 |
|