Center for Financial Planning’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Hold |
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|
2025
Q1 | $12.3K | Hold |
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|
2024
Q4 | $12.6K | Hold |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $11.5K | Hold |
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|
2024
Q1 | $10.9K | Hold |
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|
2023
Q4 | $11.4K | Hold |
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|
2023
Q3 | $8.75K | Hold |
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|
2023
Q2 | $7.82K | Hold |
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|
2023
Q1 | $8.65K | Hold |
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|
2022
Q4 | $9.47K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $63K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $102K | Buy |
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