IFP Advisors’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Buy |
352
+180
| +105% | +$8.35K | ﹤0.01% | 2647 |
|
|
2025
Q1 | $7.47K | Buy |
172
+168
| +4,200% | +$7.3K | ﹤0.01% | 2675 |
|
|
2024
Q4 | $178 | Buy |
+4
| New | +$178 | ﹤0.01% | 3802 |
|
|
2024
Q2 | – | Sell |
-23
| Closed | -$885 | – | 3292 |
|
|
2024
Q1 | $885 | Sell |
23
-163
| -88% | -$6.27K | ﹤0.01% | 2880 |
|
|
2023
Q4 | $7.51K | Buy |
186
+93
| +100% | +$3.76K | ﹤0.01% | 2284 |
|
|
2023
Q3 | $2.88K | Hold |
93
| – | – | ﹤0.01% | 2714 |
|
|
2023
Q2 | $2.57K | Hold |
93
| – | – | ﹤0.01% | 2793 |
|
|
2023
Q1 | $3.42K | Hold |
93
| – | – | ﹤0.01% | 2711 |
|
|
2022
Q4 | $3K | Sell |
93
-29
| -24% | -$935 | ﹤0.01% | 4030 |
|
|
2022
Q3 | $4K | Hold |
122
| – | – | ﹤0.01% | 4139 |
|
|
2022
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 3902 |
|
|
2022
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 3902 |
|
|
2021
Q4 | $4K | Buy |
122
+11
| +10% | +$361 | ﹤0.01% | 2532 |
|
|
2021
Q3 | $4K | Buy |
111
+18
| +19% | +$649 | ﹤0.01% | 2583 |
|
|
2021
Q2 | $3K | Hold |
93
| – | – | ﹤0.01% | 2622 |
|
|
2021
Q1 | $3K | Sell |
93
-91
| -49% | -$2.94K | ﹤0.01% | 2550 |
|
|
2020
Q4 | $5K | Hold |
184
| – | – | ﹤0.01% | 2319 |
|
|
2020
Q3 | $4K | Hold |
184
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q2 | $4K | Sell |
184
-26
| -12% | -$565 | ﹤0.01% | 2162 |
|
|
2020
Q1 | $5K | Sell |
210
-41
| -16% | -$976 | ﹤0.01% | 2042 |
|
|
2019
Q4 | $8K | Sell |
251
-18
| -7% | -$574 | ﹤0.01% | 2015 |
|
|
2019
Q3 | $9K | Buy |
+269
| New | +$9K | ﹤0.01% | 2126 |
|
|
2019
Q1 | – | Sell |
-224
| Closed | -$6K | – | 2953 |
|
|
2018
Q4 | $6K | Sell |
224
-26
| -10% | -$696 | ﹤0.01% | 2713 |
|
|
2018
Q3 | $8K | Buy |
250
+1
| +0.4% | +$32 | ﹤0.01% | 2944 |
|
|
2018
Q2 | $9K | Buy |
249
+116
| +87% | +$4.19K | ﹤0.01% | 2923 |
|
|
2018
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 3178 |
|
|
2017
Q4 | $5K | Sell |
133
-30
| -18% | -$1.13K | ﹤0.01% | 3175 |
|
|
2017
Q3 | $6K | Buy |
163
+63
| +63% | +$2.32K | ﹤0.01% | 3271 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3592 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3502 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3373 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 3441 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3463 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 2973 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3323 |
|