Northeast Financial Consultants’s Meridian MRBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$126K | – | 298 |
|
|
2024
Q3 | $126K | Sell |
10,000
-5,000
| -33% | -$63.2K | 0.01% | 283 |
|
|
2024
Q2 | $158K | Sell |
15,000
-13,334
| -47% | -$140K | 0.01% | 262 |
|
|
2024
Q1 | $281K | Sell |
28,334
-5,000
| -15% | -$49.6K | 0.01% | 244 |
|
|
2023
Q4 | $463K | Hold |
33,334
| – | – | 0.03% | 193 |
|
|
2023
Q3 | $327K | Hold |
33,334
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $327K | Hold |
33,334
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $420K | Hold |
33,334
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $505K | Hold |
33,334
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $486K | Hold |
33,334
| – | – | 0.04% | 194 |
|
|
2022
Q2 | $505K | Hold |
33,334
| – | – | 0.04% | 191 |
|
|
2022
Q1 | $535K | Hold |
33,334
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $613K | Hold |
33,334
| – | – | 0.04% | 197 |
|
|
2021
Q3 | $479K | Hold |
33,334
| – | – | 0.03% | 232 |
|
|
2021
Q2 | $438K | Hold |
33,334
| – | – | 0.03% | 235 |
|
|
2021
Q1 | $433K | Buy |
33,334
+13,334
| +67% | +$173K | 0.03% | 222 |
|
|
2020
Q4 | $208K | Hold |
20,000
| – | – | 0.02% | 302 |
|
|
2020
Q3 | $161K | Buy |
+20,000
| New | +$161K | 0.01% | 286 |
|