Sonen Capital’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,000
| Closed | -$297K | – | 89 |
|
|
2023
Q1 | $297K | Sell |
9,000
-3,000
| -25% | -$98.9K | 0.5% | 67 |
|
|
2022
Q4 | $493K | Hold |
12,000
| – | – | 0.81% | 51 |
|
|
2022
Q3 | $464K | Buy |
12,000
+5,000
| +71% | +$193K | 0.75% | 58 |
|
|
2022
Q2 | $249K | Buy |
+7,000
| New | +$249K | 0.36% | 92 |
|