RWM
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Raffa Wealth Management’s Mercantile Bank Corp MBWM Stock Holding History

Raffa Wealth Management’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-268
Closed -$10.9K – 1133
2024
Q2 		$10.9K Hold
268
– – ﹤0.01% 430
2024
Q1 		$10.3K Buy
+268
New +$10.2K ﹤0.01% 423

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Raffa Wealth Management's MBWM Position: Q3 2024 in Review

Raffa Wealth Management sold out of Mercantile Bank Corp (MBWM) in Q3 2024, closing a stake of 268 shares — an estimated $10.9K sold.

Raffa Wealth Management first reported a position in MBWM in Q1 2024 and held it in 2 quarters. The position peaked at $10.9K in Q2 2024. 161 funds tracked by Wall St. Rank hold MBWM as of Q3 2024.

  • Raffa Wealth Management reported no remaining Mercantile Bank Corp position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 268 Mercantile Bank Corp shares in Q3 2024, an estimated $10.9K.
  • Raffa Wealth Management first reported a position in Mercantile Bank Corp in Q1 2024 and held it in 2 quarters.
  • Raffa Wealth Management's Mercantile Bank Corp position peaked at $10.9K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.