Parametric Portfolio Associates’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,309
| Closed | -$113K | – | 3777 |
|
|
2021
Q4 | $113K | Sell |
12,309
-164
| -1% | -$1.51K | ﹤0.01% | 3536 |
|
|
2021
Q3 | $111K | Sell |
12,473
-4,621
| -27% | -$41.1K | ﹤0.01% | 3523 |
|
|
2021
Q2 | $213K | Buy |
17,094
+2,380
| +16% | +$29.7K | ﹤0.01% | 3382 |
|
|
2021
Q1 | $171K | Sell |
14,714
-445
| -3% | -$5.17K | ﹤0.01% | 3908 |
|
|
2020
Q4 | $213K | Buy |
+15,159
| New | +$213K | ﹤0.01% | 3745 |
|