BDO Wealth Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,123
| Closed | -$47K | – | 1063 |
|
|
2022
Q1 | $47K | Hold |
1,123
| – | – | 0.01% | 439 |
|
|
2021
Q4 | $47K | Hold |
1,123
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $47K | Sell |
1,123
-1,124
| -50% | -$47K | 0.01% | 453 |
|
|
2021
Q2 | $94K | Hold |
2,247
| – | – | 0.01% | 381 |
|
|
2021
Q1 | $105K | Hold |
2,247
| – | – | 0.01% | 353 |
|
|
2020
Q4 | $84K | Hold |
2,247
| – | – | 0.01% | 305 |
|
|
2020
Q3 | $52K | Sell |
2,247
-2,240
| -50% | -$51.8K | 0.01% | 325 |
|
|
2020
Q2 | $124K | Hold |
4,487
| – | – | 0.02% | 259 |
|
|
2020
Q1 | $119K | Buy |
+4,487
| New | +$119K | 0.02% | 252 |
|