Kessler Investment Group’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,640
| Closed | -$153K | – | 179 |
|
|
2023
Q1 | $153K | Hold |
4,640
| – | – | 0.1% | 77 |
|
|
2022
Q4 | $191K | Hold |
4,640
| – | – | 0.2% | 55 |
|
|
2022
Q3 | $179K | Hold |
4,640
| – | – | 0.15% | 61 |
|
|
2022
Q2 | $165K | Sell |
4,640
-915
| -16% | -$32.5K | 0.14% | 65 |
|
|
2022
Q1 | $231K | Sell |
5,555
-126
| -2% | -$5.24K | 0.13% | 72 |
|
|
2021
Q4 | $238K | Buy |
+5,681
| New | +$238K | 0.13% | 69 |
|
|
2013
Q4 | – | Sell |
-3,079
| Closed | -$53K | – | 133 |
|
|
2013
Q3 | $53K | Buy |
+3,079
| New | +$53K | 0.14% | 73 |
|