Northeast Financial Consultants’s Meridian MRBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$126K Sell
2024
Q2
$158K Sell
2024
Q1
$281K Sell
2023
Q4
$463K Hold
2023
Q3
$327K Hold
2023
Q2
$327K Hold
2023
Q1
$420K Hold
2022
Q4
$505K Hold
2022
Q3
$486K Hold
2022
Q2
$505K Hold
2022
Q1
$535K Hold
2021
Q4
$613K Hold
2021
Q3
$479K Hold
2021
Q2
$438K Hold
2021
Q1
$433K Buy
2020
Q4
$208K Hold
2020
Q3
$161K Buy