Wealthspire Advisors (Maryland)’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-319
| Closed | -$12K | – | 1036 |
|
|
2019
Q1 | $12K | Sell |
319
-215
| -40% | -$8.09K | ﹤0.01% | 1456 |
|
|
2018
Q4 | $18K | Sell |
534
-928
| -63% | -$31.3K | ﹤0.01% | 1243 |
|
|
2018
Q3 | $66K | Sell |
1,462
-1,058
| -42% | -$47.8K | 0.01% | 862 |
|
|
2018
Q2 | $117K | Sell |
2,520
-4
| -0.2% | -$186 | 0.01% | 641 |
|
|
2018
Q1 | $105K | Buy |
2,524
+69
| +3% | +$2.87K | 0.01% | 696 |
|
|
2017
Q4 | $103K | Sell |
2,455
-73
| -3% | -$3.06K | 0.01% | 704 |
|
|
2017
Q3 | $109K | Sell |
2,528
-501
| -17% | -$21.6K | 0.01% | 672 |
|
|
2017
Q2 | $122K | Buy |
3,029
+50
| +2% | +$2.01K | 0.01% | 612 |
|
|
2017
Q1 | $117K | Buy |
2,979
+183
| +7% | +$7.19K | 0.02% | 544 |
|
|
2016
Q4 | $105K | Buy |
2,796
+129
| +5% | +$4.84K | 0.02% | 564 |
|
|
2016
Q3 | $71K | Buy |
2,667
+221
| +9% | +$5.88K | 0.01% | 679 |
|
|
2016
Q2 | $61K | Buy |
2,446
+1,152
| +89% | +$28.7K | 0.01% | 680 |
|
|
2016
Q1 | $30K | Buy |
1,294
+42
| +3% | +$974 | 0.01% | 834 |
|
|
2015
Q4 | $32K | Buy |
+1,252
| New | +$32K | 0.01% | 823 |
|