Creative Planning’s FIRSTMERIT CORP FMER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,807
| Closed | -$138K | – | 4673 |
|
|
2016
Q2 | $138K | Hold |
6,807
| – | – | ﹤0.01% | 1461 |
|
|
2016
Q1 | $143K | Hold |
6,807
| – | – | ﹤0.01% | 1408 |
|
|
2015
Q4 | $127K | Buy |
6,807
+471
| +7% | +$8.79K | ﹤0.01% | 1483 |
|
|
2015
Q3 | $112K | Buy |
+6,336
| New | +$112K | ﹤0.01% | 1526 |
|
|
2015
Q2 | – | Sell |
-6,054
| Closed | -$115K | – | 3689 |
|
|
2015
Q1 | $115K | Sell |
6,054
-4,961
| -45% | -$94.2K | ﹤0.01% | 1493 |
|
|
2014
Q4 | $208K | Buy |
11,015
+3,874
| +54% | +$73.2K | ﹤0.01% | 1114 |
|
|
2014
Q3 | $126K | Buy |
7,141
+363
| +5% | +$6.41K | ﹤0.01% | 1320 |
|
|
2014
Q2 | $134K | Buy |
6,778
+500
| +8% | +$9.89K | ﹤0.01% | 1245 |
|
|
2014
Q1 | $131K | Buy |
6,278
+1,651
| +36% | +$34.5K | ﹤0.01% | 1227 |
|
|
2013
Q4 | $103K | Buy |
4,627
+4,450
| +2,514% | +$99.1K | ﹤0.01% | 1186 |
|
|
2013
Q3 | $4K | Hold |
177
| – | – | ﹤0.01% | 2841 |
|
|
2013
Q2 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 2656 |
|