Sonen Capital’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,000
| Closed | -$365K | – | 95 |
|
|
2023
Q1 | $365K | Sell |
14,000
-5,000
| -26% | -$130K | 0.62% | 54 |
|
|
2022
Q4 | $462K | Hold |
19,000
| – | – | 0.76% | 55 |
|
|
2022
Q3 | $438K | Hold |
19,000
| – | – | 0.71% | 64 |
|
|
2022
Q2 | $431K | Hold |
19,000
| – | – | 0.62% | 64 |
|
|
2022
Q1 | $520K | Buy |
19,000
+10,000
| +111% | +$274K | 0.63% | 60 |
|
|
2021
Q4 | $284K | Buy |
+9,000
| New | +$284K | 0.27% | 90 |
|