Schechter Investment Advisors’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $76.7K | Sell |
|
|||||
|
2024
Q3 | $55.4K | Buy |
|
|||||
|
2024
Q2 | $33.1K | Hold |
|
|||||
|
2024
Q1 | $24.2K | Hold |
|
|||||
|
2023
Q4 | $30.1K | Hold |
|
|||||
|
2023
Q3 | $29.4K | Hold |
|
|||||
|
2023
Q2 | $43.8K | Hold |
|
|||||
|
2023
Q1 | $51.7K | Hold |
|
|||||
|
2022
Q4 | $76.5K | Buy |
|
|||||
|
2022
Q3 | $92K | Hold |
|
|||||
|
2022
Q2 | $81K | Hold |
|
|||||
|
2022
Q1 | $117K | Buy |
|
|||||
|
2021
Q4 | $117K | Buy |
|