Steward Partners Investment Advisory’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15
| Closed | -$78 | – | 3438 |
|
|
2022
Q4 | $78 | Hold |
15
| – | – | ﹤0.01% | 3302 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 3420 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 3407 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 3404 |
|
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 3344 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 3374 |
|
|
2021
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 7456 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3518 |
|