Dynamic Advisor Solutions’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $238K | Hold |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $262K | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $344K | Sell |
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|
2018
Q4 | $378K | Hold |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $480K | Sell |
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|
2018
Q1 | $482K | Sell |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $519K | Hold |
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|
2017
Q1 | $568K | Sell |
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|
2016
Q4 | $660K | Hold |
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|
2016
Q3 | $470K | Sell |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $437K | Sell |
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|
2015
Q4 | $515K | Hold |
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|
2015
Q3 | $436K | Hold |
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|
2015
Q2 | $450K | Sell |
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|
2015
Q1 | $444K | Buy |
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