Summit Global Investments’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 |
-31,275
| Closed | -$814K | – | 590 |
|
|
2023
Q1 | $814K | Buy |
31,275
+4,400
| +16% | +$115K | 0.06% | 280 |
|
|
2022
Q4 | $654K | Buy |
26,875
+200
| +0.7% | +$4.87K | 0.06% | 271 |
|
|
2022
Q3 | $615K | Buy |
26,675
+875
| +3% | +$20.2K | 0.06% | 274 |
|
|
2022
Q2 | $585K | Buy |
25,800
+6,700
| +35% | +$152K | 0.05% | 295 |
|
|
2022
Q1 | $523K | Buy |
+19,100
| New | +$523K | 0.04% | 325 |
|