Plante Moran Financial Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-167	Closed	-$5K	–	935
2022 Q3	$5K	Buy	+167	New	+$5.57K	﹤0.01%	698
2020 Q4	–	Sell	-1,935	Closed	-$35K	–	966
2020 Q3	$35K	Hold	1,935	–	–	0.01%	383
2020 Q2	$44K	Sell	1,935 -1,130	-37%	-$24.9K	0.02%	311
2020 Q1	$65K	Hold	3,065	–	–	0.03%	233
2019 Q4	$112K	Sell	3,065 -3,993	-57%	-$140K	0.04%	220
2019 Q3	$231K	Buy	7,058 +1,130	+19%	+$36.3K	0.07%	141
2019 Q2	$193K	Sell	5,928 -202	-3%	-$6.62K	0.06%	152
2019 Q1	$201K	Sell	6,130 -1,000	-14%	-$33.2K	0.06%	149
2018 Q4	$201K	Sell	7,130 -1,804	-20%	-$55.9K	0.07%	134
2018 Q3	$298K	Sell	8,934 -714	-7%	-$25.5K	0.1%	114
2018 Q2	$357K	Hold	9,648	–	–	0.18%	94
2018 Q1	$321K	Sell	9,648 -790	-8%	-$27.6K	0.18%	106
2017 Q4	$369K	Hold	10,438	–	–	0.2%	87
2017 Q3	$364K	Hold	10,438	–	–	0.22%	82
2017 Q2	$329K	Sell	10,438 -4,705	-31%	-$154K	0.21%	89
2017 Q1	$521K	Hold	15,143	–	–	0.32%	70
2016 Q4	$571K	Sell	15,143 -555	-4%	-$17.5K	0.36%	60
2016 Q3	$421K	Hold	15,698	–	–	0.28%	75
2016 Q2	$375K	Hold	15,698	–	–	0.27%	76
2016 Q1	$352K	Sell	15,698 -1,360	-8%	-$30.7K	0.27%	77
2015 Q4	$419K	Buy	17,058 +4,634	+37%	+$109K	0.31%	66
2015 Q3	$258K	Sell	12,424 -1,000	-7%	-$20.5K	0.2%	88
2015 Q2	$287K	Hold	13,424	–	–	0.21%	86
2015 Q1	$262K	Hold	13,424	–	–	0.18%	97
2014 Q4	$282K	Hold	13,424	–	–	0.21%	82
2014 Q3	$256K	Sell	13,424 -550	-4%	-$10.9K	0.22%	77
2014 Q2	$320K	Buy	+13,974	New	+$290K	0.29%	63
2013 Q4	–	Sell	-749	Closed	-$16K	–	701
2013 Q3	$16K	Hold	749	–	–	0.01%	313
2013 Q2	$13K	Buy	+749	New	+$12.7K	0.01%	304