Beacon Pointe Advisors’s First Mid Bancshares FMBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,903
| Closed | -$369K | – | 1320 |
|
|
2023
Q3 | $369K | Hold |
13,903
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $336K | Sell |
13,903
-3,089
| -18% | -$74.6K | 0.01% | 844 |
|
|
2023
Q1 | $463K | Buy |
16,992
+39
| +0.2% | +$1.06K | 0.01% | 787 |
|
|
2022
Q4 | $544K | Hold |
16,953
| – | – | 0.01% | 658 |
|
|
2022
Q3 | $542K | Sell |
16,953
-54
| -0.3% | -$1.73K | 0.01% | 611 |
|
|
2022
Q2 | $607K | Sell |
17,007
-28
| -0.2% | -$999 | 0.01% | 591 |
|
|
2022
Q1 | $656K | Buy |
+17,035
| New | +$656K | 0.01% | 729 |
|