WestHill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,280
| Closed | -$239K | – | 114 |
|
|
2022
Q4 | $239K | Buy |
7,280
+4
| +0.1% | +$132 | 0.08% | 52 |
|
|
2022
Q3 | $218K | Buy |
7,276
+3
| +0% | +$90 | 0.07% | 53 |
|
|
2022
Q2 | $231K | Buy |
7,273
+4
| +0.1% | +$127 | 0.08% | 57 |
|
|
2022
Q1 | $255K | Buy |
7,269
+4
| +0.1% | +$140 | 0.07% | 58 |
|
|
2021
Q4 | $270K | Buy |
7,265
+3
| +0% | +$111 | 0.08% | 59 |
|
|
2021
Q3 | $274K | Buy |
+7,262
| New | +$274K | 0.08% | 46 |
|
|
2021
Q1 | $284K | Buy |
7,256
+3
| +0% | +$117 | 0.1% | 42 |
|
|
2020
Q4 | $249K | Buy |
+7,253
| New | +$249K | 0.1% | 43 |
|