PWAG
Polaris Wealth Advisory Group’s Bank of Marin Bancorp BMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$206K | 0.01% | 164 |
|
|
2021
Q2 | – | Sell |
-5,400
| Closed | -$213K | – | 174 |
|
|
2021
Q1 | $213K | Hold |
5,400
| – | – | 0.01% | 162 |
|
|
2020
Q4 | $200K | Buy |
+5,400
| New | +$200K | 0.01% | 170 |
|
|
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 | Buy |
5,400
+2,700
| +100% | +$112K | 0.02% | 135 |
|
|
2018
Q3 | $227K | Buy |
+2,700
| New | +$227K | 0.02% | 148 |
|
|
2018
Q2 | – | Sell |
-2,700
| Closed | -$186K | – | 266 |
|
|
2018
Q1 | $186K | Buy |
+2,700
| New | +$186K | 0.02% | 141 |
|