Laidlaw Wealth Management’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33,971
| Closed | -$682K | – | 326 |
|
|
2023
Q2 | $682K | Hold |
33,971
| – | – | 0.13% | 163 |
|
|
2023
Q1 | $734K | Buy |
33,971
+2,284
| +7% | +$49.3K | 0.15% | 158 |
|
|
2022
Q4 | $912K | Sell |
31,687
-20,000
| -39% | -$576K | 0.2% | 131 |
|
|
2022
Q3 | $1.27M | Hold |
51,687
| – | – | 0.3% | 92 |
|
|
2022
Q2 | $1.17M | Buy |
+51,687
| New | +$1.17M | 0.24% | 114 |
|