Charles Schwab’s Merchants Bancshares Inc MBVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$663K Hold
2016
Q4
$737K Hold
2016
Q3
$441K Hold
2016
Q2
$415K Hold
2016
Q1
$405K Hold
2015
Q4
$429K Hold
2015
Q3
$400K Hold
2015
Q2
$450K Hold
2015
Q1
$397K Hold
2014
Q4
$417K Hold
2014
Q3
$384K Hold
2014
Q2
$435K Hold
2014
Q1
$444K Hold
2013
Q4
$456K Hold
2013
Q3
$399K Hold
2013
Q2
$409K Buy