Petiole USA’s Meridian MRBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80,741
| Closed | -$1.12M | – | 39 |
|
|
2023
Q4 | $1.12M | Sell |
80,741
-175,425
| -68% | -$2.44M | 0.83% | 38 |
|
|
2023
Q3 | $2.51M | Hold |
256,166
| – | – | 2.3% | 21 |
|
|
2023
Q2 | $2.51M | Hold |
256,166
| – | – | 2.46% | 20 |
|
|
2023
Q1 | $3.23M | Hold |
256,166
| – | – | 2.7% | 13 |
|
|
2022
Q4 | $3.88M | Sell |
256,166
-93,834
| -27% | -$1.42M | 2.84% | 17 |
|
|
2022
Q3 | $5.11M | Hold |
350,000
| – | – | 3.8% | 6 |
|
|
2022
Q2 | $5.3M | Hold |
350,000
| – | – | 4.63% | 3 |
|
|
2022
Q1 | $5.62M | Hold |
350,000
| – | – | 4.35% | 5 |
|
|
2021
Q4 | $6.44M | Buy |
+350,000
| New | +$6.44M | 4.62% | 4 |
|