Wealth Advisory Solutions’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $364K | Hold |
8,710
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $363K | Buy |
+8,710
| New | +$363K | 0.09% | 118 |
|
|
2021
Q1 | – | Sell |
-13,710
| Closed | -$513K | – | 158 |
|
|
2020
Q4 | $513K | Buy |
13,710
+100
| +0.7% | +$3.74K | 0.14% | 93 |
|
|
2020
Q3 | $317K | Sell |
13,610
-100
| -0.7% | -$2.33K | 0.08% | 140 |
|
|
2020
Q2 | $378K | Hold |
13,710
| – | – | 0.11% | 124 |
|
|
2020
Q1 | $363K | Buy |
13,710
+2,210
| +19% | +$58.5K | 0.12% | 118 |
|
|
2019
Q4 | $478K | Buy |
+11,500
| New | +$478K | 0.13% | 120 |
|