Copeland Capital Management’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-428
| Closed | -$16K | – | 297 |
|
2019
Q4 | $16K | Hold |
428
| – | – | ﹤0.01% | 197 |
|
2019
Q3 | $14K | Hold |
428
| – | – | ﹤0.01% | 202 |
|
2019
Q2 | $14K | Buy |
428
+12
| +3% | +$393 | ﹤0.01% | 201 |
|
2019
Q1 | $14K | Buy |
416
+13
| +3% | +$437 | ﹤0.01% | 186 |
|
2018
Q4 | $11K | Buy |
+403
| New | +$11K | ﹤0.01% | 193 |
|