Charles Schwab’s Meridian MRBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
+26,586
| New | +$343K | ﹤0.01% | 3276 |
|
|
2021
Q2 | – | Sell |
-28,222
| Closed | -$367K | – | 3493 |
|
|
2021
Q1 | $367K | Hold |
28,222
| – | – | ﹤0.01% | 3184 |
|
|
2020
Q4 | $294K | Hold |
28,222
| – | – | ﹤0.01% | 3167 |
|
|
2020
Q3 | $228K | Hold |
28,222
| – | – | ﹤0.01% | 3137 |
|
|
2020
Q2 | $224K | Buy |
+28,222
| New | +$224K | ﹤0.01% | 3148 |
|