CAPTRUST Financial Advisors’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24,519
| Closed | -$558K | – | 3214 |
|
|
2022
Q2 | $558K | Buy |
24,519
+4,977
| +25% | +$113K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $536K | Buy |
19,542
+465
| +2% | +$12.8K | ﹤0.01% | 1120 |
|
|
2021
Q4 | $603K | Sell |
19,077
-1,500
| -7% | -$47.4K | ﹤0.01% | 1029 |
|
|
2021
Q3 | $543K | Sell |
20,577
-4,050
| -16% | -$107K | ﹤0.01% | 991 |
|
|
2021
Q2 | $646K | Sell |
24,627
-933
| -4% | -$24.5K | 0.01% | 898 |
|
|
2021
Q1 | $716K | Buy |
+25,560
| New | +$716K | 0.01% | 814 |
|