FMT
First Mercantile Trust’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,600
| Closed | -$38K | – | 864 |
|
|
2019
Q3 | $38K | Buy |
+1,600
| New | +$38K | ﹤0.01% | 844 |
|
|
2016
Q3 | – | Sell |
-7,550
| Closed | -$79K | – | 830 |
|
|
2016
Q2 | $79K | Sell |
7,550
-450
| -6% | -$4.71K | 0.01% | 787 |
|
|
2016
Q1 | $81K | Buy |
+8,000
| New | +$81K | 0.01% | 783 |
|
|
2014
Q2 | – | Sell |
-1,811
| Closed | -$17K | – | 1209 |
|
|
2014
Q1 | $17K | Buy |
1,811
+958
| +112% | +$8.99K | ﹤0.01% | 1195 |
|
|
2013
Q4 | $8K | Buy |
+853
| New | +$8K | ﹤0.01% | 1125 |
|
|
2013
Q3 | – | Sell |
-704
| Closed | -$5K | – | 1162 |
|
|
2013
Q2 | $5K | Buy |
+704
| New | +$5K | ﹤0.01% | 1133 |
|