Waller Financial Planning Group’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,622
| Closed | -$510K | – | 48 |
|
|
2020
Q4 | $510K | Hold |
13,622
| – | – | 0.16% | 37 |
|
|
2020
Q3 | $315K | Hold |
13,622
| – | – | 0.12% | 40 |
|
|
2020
Q2 | $376K | Hold |
13,622
| – | – | 0.15% | 40 |
|
|
2020
Q1 | $361K | Hold |
13,622
| – | – | 0.19% | 36 |
|
|
2019
Q4 | $567K | Hold |
13,622
| – | – | 0.28% | 35 |
|
|
2019
Q3 | $540K | Hold |
13,622
| – | – | 0.29% | 34 |
|
|
2019
Q2 | $512K | Hold |
13,622
| – | – | 0.28% | 36 |
|
|
2019
Q1 | $532K | Hold |
13,622
| – | – | 0.31% | 35 |
|
|
2018
Q4 | $467K | Buy |
+13,622
| New | +$467K | 0.32% | 35 |
|