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