RIA
BMTC
Realta Investment Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,325
| Closed | -$236K | – | 361 |
|
|
2020
Q1 | $236K | Buy |
8,325
+2,250
| +37% | +$63.8K | 0.1% | 235 |
|
|
2019
Q4 | $240K | Buy |
6,075
+600
| +11% | +$23.7K | 0.07% | 303 |
|
|
2019
Q3 | $201K | Buy |
5,475
+1,100
| +25% | +$40.4K | 0.05% | 319 |
|
|
2019
Q2 | $164K | Buy |
4,375
+500
| +13% | +$18.7K | 0.05% | 376 |
|
|
2019
Q1 | $141K | Buy |
+3,875
| New | +$141K | 0.06% | 337 |
|