United Capital Financial Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,098
| Closed | -$254K | – | 1243 |
|
|
2019
Q4 | $254K | Buy |
+6,098
| New | +$254K | ﹤0.01% | 1191 |
|
|
2019
Q3 | – | Sell |
-8,409
| Closed | -$319K | – | 1364 |
|
|
2019
Q2 | $319K | Sell |
8,409
-9,761
| -54% | -$370K | ﹤0.01% | 1167 |
|
|
2019
Q1 | $670K | Buy |
18,170
+12,018
| +195% | +$443K | ﹤0.01% | 889 |
|
|
2018
Q4 | $211K | Sell |
6,152
-177
| -3% | -$6.07K | ﹤0.01% | 1187 |
|
|
2018
Q3 | $285K | Sell |
6,329
-164
| -3% | -$7.39K | ﹤0.01% | 1125 |
|
|
2018
Q2 | $301K | Sell |
6,493
-108
| -2% | -$5.01K | ﹤0.01% | 1076 |
|
|
2018
Q1 | $275K | Hold |
6,601
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $278K | Hold |
6,601
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q3 | $283K | Buy |
+6,601
| New | +$283K | ﹤0.01% | 1130 |
|