BMTC

Univest Financial’s Bryn Mawr Bank Corp BMTC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,240	Closed	-$551K	–	117
2021 Q4	$551K	Hold	12,240	–	–	0.14%	66
2021 Q3	$562K	Hold	12,240	–	–	0.16%	58
2021 Q2	$516K	Hold	12,240	–	–	0.14%	64
2021 Q1	$557K	Hold	12,240	–	–	0.16%	60
2020 Q4	$374K	Hold	12,240	–	–	0.11%	77
2020 Q3	$304K	Hold	12,240	–	–	0.1%	83
2020 Q2	$339K	Hold	12,240	–	–	0.11%	80
2020 Q1	$347K	Buy	12,240 +2,120	+21%	+$60.1K	0.14%	81
2019 Q4	$427K	Sell	10,120 -2,120	-17%	-$89.5K	0.18%	74
2019 Q3	$447K	Hold	12,240	–	–	0.14%	75
2019 Q2	$457K	Hold	12,240	–	–	0.14%	81
2019 Q1	$442K	Hold	12,240	–	–	0.14%	82
2018 Q4	$421K	Hold	12,240	–	–	0.16%	81
2018 Q3	$574K	Hold	12,240	–	–	0.18%	70
2018 Q2	$567K	Hold	12,240	–	–	0.23%	67
2018 Q1	$538K	Hold	12,240	–	–	0.23%	62
2017 Q4	$541K	Hold	12,240	–	–	0.22%	61
2017 Q3	$536K	Sell	12,240 -4,000	-25%	-$175K	0.23%	63
2017 Q2	$690K	Sell	16,240 -4,000	-20%	-$170K	0.29%	59
2017 Q1	$799K	Buy	20,240 +10,120	+100%	+$400K	0.35%	59
2016 Q4	$427K	Sell	10,120 -5,000	-33%	-$211K	0.18%	74
2016 Q3	$484K	Hold	15,120	–	–	0.22%	62
2016 Q2	$442K	Hold	15,120	–	–	0.2%	65
2016 Q1	$389K	Hold	15,120	–	–	0.18%	70
2015 Q4	$434K	Hold	15,120	–	–	0.2%	68
2015 Q3	$470K	Hold	15,120	–	–	0.23%	63
2015 Q2	$456K	Hold	15,120	–	–	0.21%	61
2015 Q1	$460K	Buy	+15,120	New	+$460K	0.21%	64