JWM
Jacobus Wealth Management’s Bank of Marin Bancorp BMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $308K | Hold |
4,500
| – | – | 0.08% | 127 |
|
|
2017
Q2 | $277K | Hold |
4,500
| – | – | 0.07% | 136 |
|
|
2017
Q1 | $290K | Hold |
4,500
| – | – | 0.08% | 132 |
|
|
2016
Q4 | $314K | Hold |
4,500
| – | – | 0.09% | 132 |
|
|
2016
Q3 | $224K | Hold |
4,500
| – | – | 0.07% | 163 |
|
|
2016
Q2 | $218K | Hold |
4,500
| – | – | 0.07% | 159 |
|
|
2016
Q1 | $221K | Hold |
4,500
| – | – | 0.06% | 192 |
|
|
2015
Q4 | $240K | Hold |
4,500
| – | – | 0.07% | 188 |
|
|
2015
Q3 | $216K | Hold |
4,500
| – | – | 0.06% | 194 |
|
|
2015
Q2 | $229K | Hold |
4,500
| – | – | 0.06% | 206 |
|
|
2015
Q1 | $229K | Hold |
4,500
| – | – | 0.06% | 197 |
|
|
2014
Q4 | $237K | Hold |
4,500
| – | – | 0.06% | 186 |
|
|
2014
Q3 | $207K | Hold |
4,500
| – | – | 0.06% | 204 |
|
|
2014
Q2 | $205K | Hold |
4,500
| – | – | 0.05% | 208 |
|
|
2014
Q1 | $203K | Hold |
4,500
| – | – | 0.05% | 216 |
|
|
2013
Q4 | $195K | Hold |
4,500
| – | – | 0.06% | 213 |
|
|
2013
Q3 | $187K | Hold |
4,500
| – | – | 0.07% | 178 |
|
|
2013
Q2 | $180K | Buy |
+4,500
| New | +$180K | 0.07% | 173 |
|