Hillsdale Investment Management’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-72,146
| Closed | -$2.93M | – | 669 |
|
|
2024
Q2 | $2.93M | Sell |
72,146
-6,900
| -9% | -$280K | 0.23% | 158 |
|
|
2024
Q1 | $3.04M | Buy |
79,046
+6,200
| +9% | +$239K | 0.24% | 163 |
|
|
2023
Q4 | $2.94M | Sell |
72,846
-3,700
| -5% | -$149K | 0.24% | 159 |
|
|
2023
Q3 | $2.37M | Buy |
76,546
+12,806
| +20% | +$396K | 0.22% | 163 |
|
|
2023
Q2 | $1.76M | Buy |
63,740
+5,192
| +9% | +$143K | 0.16% | 173 |
|
|
2023
Q1 | $1.79M | Buy |
+58,548
| New | +$1.79M | 0.15% | 164 |
|
|
2018
Q4 | – | Sell |
-38,977
| Closed | -$1.3M | – | 624 |
|
|
2018
Q3 | $1.3M | Hold |
38,977
| – | – | 0.17% | 140 |
|
|
2018
Q2 | $1.44M | Buy |
+38,977
| New | +$1.44M | 0.18% | 112 |
|
|
2014
Q1 | – | Sell |
-11,600
| Closed | -$250K | – | 562 |
|
|
2013
Q4 | $250K | Hold |
11,600
| – | – | 0.07% | 266 |
|
|
2013
Q3 | $253K | Buy |
11,600
+1,000
| +9% | +$21.8K | 0.08% | 253 |
|
|
2013
Q2 | $190K | Buy |
+10,600
| New | +$190K | 0.06% | 301 |
|