LVM Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-12,218
| Closed | -$426K | – | 120 |
|
|
2017
Q3 | $426K | Sell |
12,218
-1,550
| -11% | -$54K | 0.1% | 73 |
|
|
2017
Q2 | $433K | Hold |
13,768
| – | – | 0.11% | 72 |
|
|
2017
Q1 | $474K | Sell |
13,768
-6,288
| -31% | -$216K | 0.12% | 70 |
|
|
2016
Q4 | $756K | Buy |
20,056
+5,311
| +36% | +$200K | 0.21% | 52 |
|
|
2016
Q3 | $337K | Sell |
14,745
-20,706
| -58% | -$473K | 0.11% | 79 |
|
|
2016
Q2 | $846K | Sell |
35,451
-8,000
| -18% | -$191K | 0.24% | 49 |
|
|
2016
Q1 | $974K | Buy |
43,451
+30,634
| +239% | +$687K | 0.31% | 44 |
|
|
2015
Q4 | $315K | Sell |
12,817
-1,378
| -10% | -$33.9K | 0.11% | 77 |
|
|
2015
Q3 | $295K | Sell |
14,195
-300
| -2% | -$6.24K | 0.11% | 81 |
|
|
2015
Q2 | $310K | Hold |
14,495
| – | – | 0.1% | 85 |
|
|
2015
Q1 | $283K | Hold |
14,495
| – | – | 0.09% | 88 |
|
|
2014
Q4 | $305K | Hold |
14,495
| – | – | 0.1% | 86 |
|
|
2014
Q3 | $276K | Sell |
14,495
-250
| -2% | -$4.76K | 0.09% | 89 |
|
|
2014
Q2 | $337K | Buy |
+14,745
| New | +$337K | 0.11% | 79 |
|