TFO Wealth Partners’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$105 | – | 317 |
|
|
2024
Q1 | $105 | Hold |
3
| – | – | ﹤0.01% | 630 |
|
|
2023
Q4 | $111 | Hold |
3
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $85 | Hold |
3
| – | – | ﹤0.01% | 997 |
|
|
2023
Q2 | $85 | Hold |
3
| – | – | ﹤0.01% | 696 |
|
|
2023
Q1 | $99 | Sell |
3
-121
| -98% | -$3.99K | ﹤0.01% | 647 |
|
|
2022
Q4 | $3.04K | Buy |
+124
| New | +$3.04K | ﹤0.01% | 212 |
|