Dynamic Advisor Solutions’s Mercantile Bank Corp MBWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,342
| Closed | -$238K | – | 866 |
|
|
2024
Q4 | $238K | Hold |
5,342
| – | – | 0.01% | 584 |
|
|
2024
Q3 | $234K | Sell |
5,342
-500
| -9% | -$21.9K | 0.01% | 836 |
|
|
2024
Q2 | $237K | Hold |
5,842
| – | – | 0.01% | 831 |
|
|
2024
Q1 | $225K | Sell |
5,842
-1,158
| -17% | -$44.6K | 0.01% | 830 |
|
|
2023
Q4 | $278K | Hold |
7,000
| – | – | 0.01% | 743 |
|
|
2023
Q3 | $216K | Buy |
+7,000
| New | +$216K | 0.01% | 761 |
|
|
2023
Q2 | – | Sell |
-7,000
| Closed | -$214K | – | 828 |
|
|
2023
Q1 | $214K | Sell |
7,000
-500
| -7% | -$15.3K | 0.01% | 683 |
|
|
2022
Q4 | $251K | Hold |
7,500
| – | – | 0.02% | 599 |
|
|
2022
Q3 | $223K | Hold |
7,500
| – | – | 0.02% | 606 |
|
|
2022
Q2 | $240K | Hold |
7,500
| – | – | 0.02% | 599 |
|
|
2022
Q1 | $266K | Sell |
7,500
-500
| -6% | -$17.7K | 0.02% | 595 |
|
|
2021
Q4 | $280K | Hold |
8,000
| – | – | 0.02% | 586 |
|
|
2021
Q3 | $256K | Hold |
8,000
| – | – | 0.02% | 621 |
|
|
2021
Q2 | $242K | Hold |
8,000
| – | – | 0.02% | 613 |
|
|
2021
Q1 | $260K | Hold |
8,000
| – | – | 0.02% | 533 |
|
|
2020
Q4 | $217K | Buy |
+8,000
| New | +$217K | 0.02% | 575 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$292K | – | 534 |
|
|
2019
Q4 | $292K | Hold |
8,000
| – | – | 0.04% | 415 |
|
|
2019
Q3 | $262K | Sell |
8,000
-500
| -6% | -$16.4K | 0.04% | 402 |
|
|
2019
Q2 | $277K | Sell |
8,500
-2,000
| -19% | -$65.2K | 0.04% | 375 |
|
|
2019
Q1 | $344K | Sell |
10,500
-500
| -5% | -$16.4K | 0.06% | 278 |
|
|
2018
Q4 | $378K | Hold |
11,000
| – | – | 0.08% | 245 |
|
|
2018
Q3 | $367K | Sell |
11,000
-2,000
| -15% | -$66.7K | 0.08% | 263 |
|
|
2018
Q2 | $480K | Sell |
13,000
-1,500
| -10% | -$55.4K | 0.11% | 219 |
|
|
2018
Q1 | $482K | Sell |
14,500
-500
| -3% | -$16.6K | 0.12% | 194 |
|
|
2017
Q4 | $531K | Hold |
15,000
| – | – | 0.17% | 144 |
|
|
2017
Q3 | $524K | Sell |
15,000
-1,500
| -9% | -$52.4K | 0.21% | 133 |
|
|
2017
Q2 | $519K | Hold |
16,500
| – | – | 0.2% | 132 |
|
|
2017
Q1 | $568K | Sell |
16,500
-1,000
| -6% | -$34.4K | 0.22% | 124 |
|
|
2016
Q4 | $660K | Hold |
17,500
| – | – | 0.26% | 105 |
|
|
2016
Q3 | $470K | Sell |
17,500
-1,000
| -5% | -$26.9K | 0.18% | 146 |
|
|
2016
Q2 | $441K | Sell |
18,500
-1,000
| -5% | -$23.8K | 0.18% | 135 |
|
|
2016
Q1 | $437K | Sell |
19,500
-1,500
| -7% | -$33.6K | 0.19% | 128 |
|
|
2015
Q4 | $515K | Hold |
21,000
| – | – | 0.21% | 120 |
|
|
2015
Q3 | $436K | Hold |
21,000
| – | – | 0.22% | 106 |
|
|
2015
Q2 | $450K | Sell |
21,000
-1,700
| -7% | -$36.4K | 0.26% | 102 |
|
|
2015
Q1 | $444K | Buy |
+22,700
| New | +$444K | 0.22% | 126 |
|