Heritage Wealth Management (Arizona)’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $388K | Buy |
11,596
+6,372
| +122% | +$213K | 0.06% | 262 |
|
|
2022
Q3 | $155K | Buy |
5,224
+113
| +2% | +$3.35K | 0.05% | 273 |
|
|
2022
Q2 | $163K | Buy |
5,111
+547
| +12% | +$17.5K | 0.05% | 274 |
|
|
2022
Q1 | $162K | Buy |
+4,564
| New | +$162K | 0.04% | 307 |
|
|
2021
Q3 | $72K | Buy |
2,236
+382
| +21% | +$12.3K | 0.03% | 400 |
|
|
2021
Q2 | $56K | Buy |
1,854
+701
| +61% | +$21.2K | 0.02% | 438 |
|
|
2021
Q1 | $37K | Buy |
+1,153
| New | +$37K | 0.02% | 423 |
|