OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-635
| Closed | -$24K | – | 1205 |
|
|
2019
Q2 | $24K | Hold |
635
| – | – | ﹤0.01% | 762 |
|
|
2019
Q1 | $23K | Hold |
635
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $22K | Hold |
635
| – | – | ﹤0.01% | 672 |
|
|
2018
Q3 | $30K | Hold |
635
| – | – | 0.01% | 540 |
|
|
2018
Q2 | $29K | Hold |
635
| – | – | 0.01% | 684 |
|
|
2018
Q1 | $28K | Hold |
635
| – | – | 0.01% | 693 |
|
|
2017
Q4 | $28K | Hold |
635
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $28K | Hold |
635
| – | – | 0.01% | 537 |
|
|
2017
Q2 | $27K | Buy |
+635
| New | +$27K | 0.01% | 653 |
|