SIA
BMTX
Schechter Investment Advisors’s BM Technologies, Inc. BMTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,690
| Closed | -$76.7K | – | 709 |
|
|
2024
Q4 | $76.7K | Sell |
15,690
-613
| -4% | -$3K | 0.01% | 602 |
|
|
2024
Q3 | $55.4K | Buy |
16,303
+1,613
| +11% | +$5.48K | ﹤0.01% | 620 |
|
|
2024
Q2 | $33.1K | Hold |
14,690
| – | – | ﹤0.01% | 599 |
|
|
2024
Q1 | $24.2K | Hold |
14,690
| – | – | ﹤0.01% | 615 |
|
|
2023
Q4 | $30.1K | Hold |
14,690
| – | – | ﹤0.01% | 601 |
|
|
2023
Q3 | $29.4K | Hold |
14,690
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $43.8K | Hold |
14,690
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $51.7K | Hold |
14,690
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $76.5K | Buy |
14,690
+1,000
| +7% | +$5.21K | 0.01% | 800 |
|
|
2022
Q3 | $92K | Hold |
13,690
| – | – | 0.01% | 902 |
|
|
2022
Q2 | $81K | Hold |
13,690
| – | – | 0.01% | 916 |
|
|
2022
Q1 | $117K | Buy |
13,690
+1,000
| +8% | +$8.55K | 0.01% | 887 |
|
|
2021
Q4 | $117K | Buy |
+12,690
| New | +$117K | 0.01% | 838 |
|