MGIA
MBWM icon

Moneta Group Investment Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Moneta Group Investment Advisors’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$525K Buy
11,312
+2,696
+31% +$125K 0.01% 428
2025
Q1 		$374K Buy
+8,616
New +$374K 0.01% 482