Concord Wealth Partners’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-40
| Closed | -$2K | – | 1278 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q3 | $2K | Buy |
40
+9
| +29% | +$450 | ﹤0.01% | 749 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 912 |
|