Kessler Investment Group’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-477
| Closed | -$12.2K | – | 169 |
|
|
2023
Q2 | $12.2K | Sell |
477
-6,108
| -93% | -$156K | 0.01% | 116 |
|
|
2023
Q1 | $171K | Hold |
6,585
| – | – | 0.12% | 74 |
|
|
2022
Q4 | $160K | Sell |
6,585
-80
| -1% | -$1.94K | 0.17% | 63 |
|
|
2022
Q3 | $154K | Sell |
6,665
-3,824
| -36% | -$88.4K | 0.13% | 69 |
|
|
2022
Q2 | $238K | Hold |
10,489
| – | – | 0.21% | 50 |
|
|
2022
Q1 | $287K | Sell |
10,489
-4
| -0% | -$109 | 0.17% | 61 |
|
|
2021
Q4 | $331K | Sell |
10,493
-991
| -9% | -$31.3K | 0.19% | 56 |
|
|
2021
Q3 | $302K | Buy |
11,484
+19
| +0.2% | +$500 | 0.21% | 64 |
|
|
2021
Q2 | $300K | Buy |
11,465
+27
| +0.2% | +$706 | 0.24% | 54 |
|
|
2021
Q1 | $320K | Buy |
11,438
+11
| +0.1% | +$308 | 0.42% | 29 |
|
|
2020
Q4 | $210K | Buy |
+11,427
| New | +$210K | 0.23% | 39 |
|