Krilogy Financial’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35,000
| Closed | -$368K | – | 220 |
|
|
2023
Q1 | $368K | Sell |
35,000
-48,040
| -58% | -$505K | 0.03% | 310 |
|
|
2022
Q4 | $1.02M | Buy |
+83,040
| New | +$1.02M | 0.1% | 161 |
|
|
2017
Q4 | – | Sell |
-8,360
| Closed | -$110K | – | 768 |
|
|
2017
Q3 | $110K | Hold |
8,360
| – | – | 0.03% | 223 |
|
|
2017
Q2 | $114K | Hold |
8,360
| – | – | 0.03% | 198 |
|
|
2017
Q1 | $115K | Hold |
8,360
| – | – | 0.04% | 185 |
|
|
2016
Q4 | $115K | Sell |
8,360
-660
| -7% | -$9.08K | 0.04% | 185 |
|
|
2016
Q3 | $100K | Hold |
9,020
| – | – | 0.03% | 207 |
|
|
2016
Q2 | $100K | Hold |
9,020
| – | – | 0.03% | 198 |
|
|
2016
Q1 | $96K | Buy |
+9,020
| New | +$96K | 0.04% | 181 |
|