Integrated Wealth Management’s Marlin Business Services Corp MRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,147
| Closed | -$22K | – | 1113 |
|
|
2016
Q3 | $22K | Hold |
1,147
| – | – | 0.01% | 583 |
|
|
2016
Q2 | $19K | Hold |
1,147
| – | – | 0.01% | 609 |
|
|
2016
Q1 | $16K | Hold |
1,147
| – | – | 0.01% | 604 |
|
|
2015
Q4 | $18K | Hold |
1,147
| – | – | 0.01% | 616 |
|
|
2015
Q3 | $18K | Hold |
1,147
| – | – | 0.01% | 618 |
|
|
2015
Q2 | $19K | Buy |
1,147
+189
| +20% | +$3.13K | 0.01% | 631 |
|
|
2015
Q1 | $19K | Buy |
+958
| New | +$19K | 0.01% | 589 |
|