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PWAG
Polaris Wealth Advisory Group’s
Bank of Marin Bancorp
BMRC
Stock Holding History
Polaris Wealth Advisory Group’s Portfolio
BMRC Stock Details
BMRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-5,400
Closed
-$201K
–
163
2021
Q4
$201K
Hold
5,400
–
–
0.01%
171
2021
Q3
$206K
Buy
+5,400
New
+$188K
0.01%
164
2021
Q2
–
Sell
-5,400
Closed
-$213K
–
175
2021
Q1
$213K
Hold
5,400
–
–
0.01%
162
2020
Q4
$200K
Buy
+5,400
New
+$184K
0.01%
171
2020
Q1
–
Sell
-5,400
Closed
-$242K
–
126
2019
Q4
$242K
Hold
5,400
–
–
0.02%
133
2019
Q3
$220K
Hold
5,400
–
–
0.02%
137
2019
Q2
$226K
Hold
5,400
–
–
0.02%
131
2019
Q1
$226K
Hold
5,400
–
–
0.02%
146
2018
Q4
$223K
Hold
5,400
–
–
0.02%
135
2018
Q3
$227K
Buy
+5,400
New
+$233K
0.02%
148
2018
Q2
–
Sell
-5,400
Closed
-$186K
–
266
2018
Q1
$186K
Buy
+5,400
New
+$187K
0.02%
141
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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