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SWS Partners’s Mercantile Bank Corp MBWM Stock Holding History

SWS Partners’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
2024
Q3 		– Sell
-1,311
Closed -$53.2K – 216
2024
Q2 		$53.2K Buy
+1,311
New +$49.1K 0.02% 156
2022
Q2 		– Sell
-1,200
Closed -$43K – 100
2022
Q1 		$43K Buy
+1,200
New +$44.9K 0.03% 86

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SWS Partners's MBWM Position: Q3 2024 in Review

SWS Partners sold out of Mercantile Bank Corp (MBWM) in Q3 2024, closing a stake of 1,311 shares — an estimated $53.2K sold.

SWS Partners first reported a position in MBWM in Q1 2022 and held it in 2 quarters. The position peaked at $53.2K in Q2 2024. 161 funds tracked by Wall St. Rank hold MBWM as of Q3 2024.

  • SWS Partners reported no remaining Mercantile Bank Corp position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 1,311 Mercantile Bank Corp shares in Q3 2024, an estimated $53.2K.
  • SWS Partners first reported a position in Mercantile Bank Corp in Q1 2022 and held it in 2 quarters.
  • SWS Partners's Mercantile Bank Corp position peaked at $53.2K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.