J.P. Morgan Private Wealth Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,846
| Closed | -$201K | – | 1531 |
|
2018
Q4 | $201K | Sell |
5,846
-63
| -1% | -$2.17K | ﹤0.01% | 1343 |
|
2018
Q3 | $277K | Hold |
5,909
| – | – | ﹤0.01% | 1340 |
|
2018
Q2 | $274K | Hold |
5,909
| – | – | ﹤0.01% | 1240 |
|
2018
Q1 | $260K | Buy |
5,909
+63
| +1% | +$2.77K | ﹤0.01% | 1097 |
|
2017
Q4 | $259K | Sell |
5,846
-63
| -1% | -$2.79K | ﹤0.01% | 1099 |
|
2017
Q3 | $259K | Buy |
5,909
+63
| +1% | +$2.76K | ﹤0.01% | 1071 |
|
2017
Q2 | $249K | Hold |
5,846
| – | – | ﹤0.01% | 1083 |
|
2017
Q1 | $231K | Hold |
5,846
| – | – | ﹤0.01% | 1183 |
|
2016
Q4 | $247K | Buy |
+5,846
| New | +$247K | ﹤0.01% | 1082 |
|
2016
Q3 | – | Sell |
-11,631
| Closed | -$340K | – | 1289 |
|
2016
Q2 | $340K | Buy |
+11,631
| New | +$340K | ﹤0.01% | 928 |
|
2016
Q1 | – | Sell |
-11,570
| Closed | -$332K | – | 1316 |
|
2015
Q4 | $332K | Buy |
+11,570
| New | +$332K | ﹤0.01% | 825 |
|
2015
Q3 | – | Sell |
-11,621
| Closed | -$350K | – | 1166 |
|
2015
Q2 | $350K | Buy |
+11,621
| New | +$350K | ﹤0.01% | 795 |
|