Creative Planning’s Melrose Bancorp, Inc. MELR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30,000
| Closed | -$541K | – | 1994 |
|
|
2019
Q2 | $541K | Hold |
30,000
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q1 | $566K | Hold |
30,000
| – | – | ﹤0.01% | 966 |
|
|
2018
Q4 | $539K | Hold |
30,000
| – | – | ﹤0.01% | 925 |
|
|
2018
Q3 | $593K | Hold |
30,000
| – | – | ﹤0.01% | 982 |
|
|
2018
Q2 | $589K | Hold |
30,000
| – | – | ﹤0.01% | 975 |
|
|
2018
Q1 | $615K | Hold |
30,000
| – | – | ﹤0.01% | 973 |
|
|
2017
Q4 | $600K | Hold |
30,000
| – | – | ﹤0.01% | 963 |
|
|
2017
Q3 | $597K | Hold |
30,000
| – | – | ﹤0.01% | 958 |
|
|
2017
Q2 | $537K | Hold |
30,000
| – | – | ﹤0.01% | 970 |
|
|
2017
Q1 | $506K | Buy |
+30,000
| New | +$506K | ﹤0.01% | 973 |
|