JPMorgan Chase & Co’s Merchants Bancshares Inc MBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,794
| Closed | -$185K | – | 4722 |
|
|
2017
Q1 | $185K | Sell |
3,794
-3,984
| -51% | -$194K | ﹤0.01% | 3512 |
|
|
2016
Q4 | $422K | Buy |
7,778
+7,325
| +1,617% | +$397K | ﹤0.01% | 3367 |
|
|
2016
Q3 | $14K | Sell |
453
-40
| -8% | -$1.24K | ﹤0.01% | 3812 |
|
|
2016
Q2 | $15K | Sell |
493
-40
| -8% | -$1.22K | ﹤0.01% | 3770 |
|
|
2016
Q1 | $16K | Sell |
533
-923
| -63% | -$27.7K | ﹤0.01% | 3653 |
|
|
2015
Q4 | $46K | Buy |
+1,456
| New | +$46K | ﹤0.01% | 3379 |
|
|
2014
Q3 | – | Sell |
-13,500
| Closed | -$432K | – | 3575 |
|
|
2014
Q2 | $432K | Sell |
13,500
-275
| -2% | -$8.8K | ﹤0.01% | 3089 |
|
|
2014
Q1 | $450K | Sell |
13,775
-2,509
| -15% | -$82K | ﹤0.01% | 3100 |
|
|
2013
Q4 | $547K | Sell |
16,284
-2,919
| -15% | -$98.1K | ﹤0.01% | 3162 |
|
|
2013
Q3 | $556K | Buy |
19,203
+4,823
| +34% | +$140K | ﹤0.01% | 3272 |
|
|
2013
Q2 | $425K | Buy |
+14,380
| New | +$425K | ﹤0.01% | 3266 |
|