W.R. Berkley Corp’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-822,922
| Closed | -$8.47M | – | 119 |
|
2020
Q1 | $8.47M | Buy |
822,922
+69,051
| +9% | +$711K | 1% | 31 |
|
2019
Q4 | $7.74M | Hold |
753,871
| – | – | 1.41% | 24 |
|
2019
Q3 | $7.66M | Buy |
753,871
+87,252
| +13% | +$886K | 1.27% | 31 |
|
2019
Q2 | $6.69M | Buy |
666,619
+49,610
| +8% | +$498K | 1.15% | 30 |
|
2019
Q1 | $6.16M | Buy |
617,009
+49,492
| +9% | +$494K | 1.3% | 26 |
|
2018
Q4 | $5.51M | Hold |
567,517
| – | – | 1.2% | 26 |
|
2018
Q3 | $5.4M | Buy |
+567,517
| New | +$5.4M | 0.83% | 41 |
|