WBI Investments’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-136,509
| Closed | -$3.8M | – | 217 |
|
|
2023
Q3 | $3.8M | Buy |
+136,509
| New | +$3.8M | 0.76% | 27 |
|
|
2018
Q3 | – | Sell |
-32,463
| Closed | -$1.51M | – | 274 |
|
|
2018
Q2 | $1.51M | Buy |
+32,463
| New | +$1.51M | 0.08% | 151 |
|
|
2016
Q4 | – | Sell |
-42,485
| Closed | -$1.14M | – | 319 |
|
|
2016
Q3 | $1.14M | Buy |
+42,485
| New | +$1.14M | 0.04% | 203 |
|
|
2016
Q1 | – | Sell |
-50,724
| Closed | -$1.29M | – | 162 |
|
|
2015
Q4 | $1.29M | Buy |
+50,724
| New | +$1.29M | 0.04% | 167 |
|