Liberty Wealth Management’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-338
| Closed | -$11K | – | 722 |
|
|
2021
Q3 | $11K | Buy |
338
+171
| +102% | +$5.57K | ﹤0.01% | 810 |
|
|
2021
Q2 | $5K | Buy |
167
+3
| +2% | +$90 | ﹤0.01% | 792 |
|
|
2021
Q1 | $4K | Hold |
164
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $4K | Buy |
164
+1
| +0.6% | +$24 | ﹤0.01% | 732 |
|
|
2020
Q3 | $3K | Buy |
163
+2
| +1% | +$37 | ﹤0.01% | 713 |
|
|
2020
Q2 | $4K | Buy |
161
+2
| +1% | +$50 | ﹤0.01% | 652 |
|
|
2020
Q1 | $3K | Sell |
159
-13
| -8% | -$245 | ﹤0.01% | 680 |
|
|
2019
Q4 | $6K | Buy |
172
+2
| +1% | +$70 | ﹤0.01% | 644 |
|
|
2019
Q3 | $6K | Buy |
170
+1
| +0.6% | +$35 | 0.01% | 610 |
|
|
2019
Q2 | $5K | Buy |
169
+1
| +0.6% | +$30 | ﹤0.01% | 662 |
|
|
2019
Q1 | $5K | Buy |
168
+1
| +0.6% | +$30 | ﹤0.01% | 542 |
|
|
2018
Q4 | $4K | Buy |
+167
| New | +$4K | ﹤0.01% | 597 |
|