Accurate Wealth Management’s Midland States Bancorp MSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-105,286
| Closed | -$2.43M | – | 392 |
|
|
2024
Q3 | $2.43M | Hold |
105,286
| – | – | 0.49% | 58 |
|
|
2024
Q2 | $2.5M | Hold |
105,286
| – | – | 0.6% | 50 |
|
|
2024
Q1 | $2.5M | Buy |
105,286
+34,191
| +48% | +$812K | 0.73% | 44 |
|
|
2023
Q4 | $1.86M | Hold |
71,095
| – | – | 0.58% | 49 |
|
|
2023
Q3 | $1.5M | Hold |
71,095
| – | – | 0.47% | 60 |
|
|
2023
Q2 | $1.51M | Hold |
71,095
| – | – | 0.47% | 53 |
|
|
2023
Q1 | $1.48M | Hold |
71,095
| – | – | 0.51% | 51 |
|
|
2022
Q4 | $1.91M | Sell |
71,095
-71
| -0.1% | -$1.91K | 0.7% | 24 |
|
|
2022
Q3 | $1.87M | Buy |
71,166
+71
| +0.1% | +$1.87K | 0.78% | 34 |
|
|
2022
Q2 | $1.76M | Hold |
71,095
| – | – | 0.96% | 17 |
|
|
2022
Q1 | $2.05M | Buy |
+71,095
| New | +$2.05M | 0.92% | 18 |
|