Rosenthal Henry Capital Advisors’s Marlin Business Services Corp MRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,605
| Closed | -$321K | – | 73 |
|
|
2019
Q4 | $321K | Sell |
14,605
-395
| -3% | -$8.68K | 0.3% | 55 |
|
|
2019
Q3 | $378K | Hold |
15,000
| – | – | 0.39% | 47 |
|
|
2019
Q2 | $374K | Hold |
15,000
| – | – | 0.35% | 49 |
|
|
2019
Q1 | $323K | Hold |
15,000
| – | – | 0.32% | 52 |
|
|
2018
Q4 | $334K | Hold |
15,000
| – | – | 0.32% | 55 |
|
|
2018
Q3 | $433K | Sell |
15,000
-5,000
| -25% | -$144K | 0.34% | 50 |
|
|
2018
Q2 | $597K | Hold |
20,000
| – | – | 0.44% | 44 |
|
|
2018
Q1 | $567K | Hold |
20,000
| – | – | 0.45% | 44 |
|
|
2017
Q4 | $448K | Buy |
20,000
+700
| +4% | +$15.7K | 0.35% | 49 |
|
|
2017
Q3 | $555K | Hold |
19,300
| – | – | 0.43% | 44 |
|
|
2017
Q2 | $485K | Buy |
+19,300
| New | +$485K | 0.4% | 44 |
|