Strategies Wealth Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Strategies Wealth Advisors’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
2025 Q2	$417K	Buy
2025 Q1	$389K	Buy
2024 Q1	–	Sell
2023 Q4	$1.04M	Buy
2023 Q3	$704K	Buy
2023 Q2	$624K	Buy
2023 Q1	$685K	Buy
2022 Q4	$341K	Buy
2022 Q2	$362K	Buy
2022 Q1	$401K	Buy
2021 Q4	$395K	Buy