McClarren Financial Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,794
| Closed | -$126K | – | 314 |
|
|
2021
Q4 | $126K | Hold |
2,794
| – | – | 0.09% | 84 |
|
|
2021
Q3 | $128K | Hold |
2,794
| – | – | 0.1% | 72 |
|
|
2021
Q2 | $117K | Hold |
2,794
| – | – | 0.09% | 72 |
|
|
2021
Q1 | $127K | Hold |
2,794
| – | – | 0.11% | 68 |
|
|
2020
Q4 | $85K | Buy |
+2,794
| New | +$85K | 0.08% | 79 |
|