TRUE Private Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$68K | – | 289 |
|
|
2020
Q4 | $68K | Hold |
2,000
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $57K | Hold |
2,000
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $66K | Hold |
2,000
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $60K | Hold |
2,000
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $90K | Buy |
+2,000
| New | +$90K | 0.01% | 306 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$82K | – | 277 |
|
|
2019
Q2 | $82K | Buy |
+2,000
| New | +$82K | 0.01% | 287 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$83.9K | – | 314 |
|
|
2018
Q3 | $83.9K | Buy |
+2,000
| New | +$83.9K | 0.01% | 390 |
|