JWA
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JFS Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

JFS Wealth Advisors’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$25K – 486
2015
Q2 		$25K Hold
1,000
– – 0.01% 247
2015
Q1 		$25K Hold
1,000
– – 0.01% 250
2014
Q4 		$26K Buy
+1,000
New +$26K ﹤0.01% 257