SWA
Strategies Wealth Advisors’s Mercantile Bank Corp MBWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
8,991
+41
| +0.5% | +$1.9K | 0.05% | 119 |
|
|
2025
Q1 | $389K | Buy |
+8,950
| New | +$389K | 0.05% | 121 |
|
|
2024
Q1 | – | Sell |
-25,649
| Closed | -$1.04M | – | 102 |
|
|
2023
Q4 | $1.04M | Buy |
25,649
+2,870
| +13% | +$116K | 0.18% | 40 |
|
|
2023
Q3 | $704K | Buy |
22,779
+186
| +0.8% | +$5.75K | 0.14% | 44 |
|
|
2023
Q2 | $624K | Buy |
22,593
+195
| +0.9% | +$5.39K | 0.13% | 51 |
|
|
2023
Q1 | $685K | Buy |
22,398
+12,221
| +120% | +$374K | 0.15% | 45 |
|
|
2022
Q4 | $341K | Buy |
+10,177
| New | +$341K | 0.08% | 61 |
|
|
2022
Q2 | $362K | Buy |
11,340
+28
| +0.2% | +$895 | 0.1% | 67 |
|
|
2022
Q1 | $401K | Buy |
11,312
+23
| +0.2% | +$815 | 0.11% | 58 |
|
|
2021
Q4 | $395K | Buy |
+11,289
| New | +$395K | 0.11% | 61 |
|