Center for Financial Planning’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Hold |
283
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $12.3K | Hold |
283
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $12.6K | Hold |
283
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $12.4K | Hold |
283
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $11.5K | Hold |
283
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $10.9K | Hold |
283
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $11.4K | Hold |
283
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $8.75K | Hold |
283
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $7.82K | Hold |
283
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $8.66K | Hold |
283
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $9.48K | Hold |
283
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $8K | Hold |
283
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $9K | Hold |
283
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $10K | Hold |
283
| – | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $10K | Hold |
283
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $9K | Hold |
283
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $9K | Sell |
283
-2,501
| -90% | -$79.5K | ﹤0.01% | 377 |
|
|
2021
Q1 | $90K | Hold |
2,784
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $76K | Hold |
2,784
| – | – | 0.02% | 167 |
|
|
2020
Q3 | $50K | Hold |
2,784
| – | – | 0.02% | 186 |
|
|
2020
Q2 | $63K | Hold |
2,784
| – | – | 0.02% | 170 |
|
|
2020
Q1 | $59K | Hold |
2,784
| – | – | 0.02% | 164 |
|
|
2019
Q4 | $102K | Buy |
+2,784
| New | +$102K | 0.03% | 139 |
|