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Gradient Investments’s Mercantile Bank Corp MBWM Stock Holding History

Gradient Investments’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-685
Closed -$27.8K – 896
2024
Q2 		$27.8K Buy
+685
New +$25.7K ﹤0.01% 582
2016
Q3 		– Sell
-7,628
Closed -$182K – 752
2016
Q2 		$182K Buy
+7,628
New +$181K 0.02% 183

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NSAM
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Gradient Investments's MBWM Position: Q3 2024 in Review

Gradient Investments sold out of Mercantile Bank Corp (MBWM) in Q3 2024, closing a stake of 685 shares — an estimated $27.8K sold.

Gradient Investments first reported a position in MBWM in Q2 2016 and held it in 2 quarters. The position peaked at $182K in Q2 2016. 161 funds tracked by Wall St. Rank hold MBWM as of Q3 2024.

  • Gradient Investments reported no remaining Mercantile Bank Corp position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 685 Mercantile Bank Corp shares in Q3 2024, an estimated $27.8K.
  • Gradient Investments first reported a position in Mercantile Bank Corp in Q2 2016 and held it in 2 quarters.
  • Gradient Investments's Mercantile Bank Corp position peaked at $182K in Q2 2016.
  • 161 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.