YWP
BMTC
YorkBridge Wealth Partners’s Bryn Mawr Bank Corp BMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-63
| Closed | -$3K | – | 863 |
|
|
2018
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 758 |
|
|
2018
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 751 |
|
|
2017
Q4 | $3K | Buy |
63
+16
| +34% | +$762 | ﹤0.01% | 778 |
|
|
2017
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 816 |
|
|
2017
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 807 |
|
|
2017
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 795 |
|
|
2016
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 793 |
|