MWM
BMTC
Modera Wealth Management’s Bryn Mawr Bank Corp BMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-108,125
| Closed | -$4.87M | – | 617 |
|
|
2021
Q4 | $4.87M | Hold |
108,125
| – | – | 0.19% | 64 |
|
|
2021
Q3 | $4.97M | Buy |
108,125
+1,820
| +2% | +$83.6K | 0.26% | 45 |
|
|
2021
Q2 | $4.49M | Hold |
106,305
| – | – | 0.24% | 47 |
|
|
2021
Q1 | $4.84M | Buy |
106,305
+46,952
| +79% | +$2.14M | 0.31% | 40 |
|
|
2020
Q4 | $1.82M | Buy |
+59,353
| New | +$1.82M | 0.14% | 62 |
|