Sigma Planning Corp’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,101
| Closed | -$200K | – | 1230 |
|
|
2023
Q2 | $200K | Sell |
7,101
-3,157
| -31% | -$89.1K | 0.01% | 1104 |
|
|
2023
Q1 | $338K | Buy |
10,258
+377
| +4% | +$12.4K | 0.01% | 958 |
|
|
2022
Q4 | $406K | Buy |
9,881
+81
| +0.8% | +$3.33K | 0.01% | 851 |
|
|
2022
Q3 | $379K | Sell |
9,800
-269
| -3% | -$10.4K | 0.01% | 843 |
|
|
2022
Q2 | $359K | Sell |
10,069
-667
| -6% | -$23.8K | 0.01% | 897 |
|
|
2022
Q1 | $447K | Buy |
10,736
+1,245
| +13% | +$51.8K | 0.01% | 877 |
|
|
2021
Q4 | $398K | Buy |
+9,491
| New | +$398K | 0.01% | 932 |
|
|
2021
Q1 | – | Sell |
-10,286
| Closed | -$385K | – | 1340 |
|
|
2020
Q4 | $385K | Buy |
10,286
+72
| +0.7% | +$2.7K | 0.01% | 773 |
|
|
2020
Q3 | $237K | Sell |
10,214
-623
| -6% | -$14.5K | 0.01% | 883 |
|
|
2020
Q2 | $299K | Buy |
10,837
+825
| +8% | +$22.8K | 0.01% | 772 |
|
|
2020
Q1 | $265K | Buy |
+10,012
| New | +$265K | 0.02% | 687 |
|