Wells Fargo’s Merchants Bancshares Inc MBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,484
| Closed | -$218K | – | 6165 |
|
|
2017
Q1 | $218K | Sell |
4,484
-1
| -0% | -$49 | ﹤0.01% | 4589 |
|
|
2016
Q4 | $243K | Buy |
4,485
+2,785
| +164% | +$151K | ﹤0.01% | 4497 |
|
|
2016
Q3 | $55K | Sell |
1,700
-675
| -28% | -$21.8K | ﹤0.01% | 5015 |
|
|
2016
Q2 | $72K | Buy |
2,375
+980
| +70% | +$29.7K | ﹤0.01% | 4831 |
|
|
2016
Q1 | $41K | Buy |
1,395
+179
| +15% | +$5.26K | ﹤0.01% | 5099 |
|
|
2015
Q4 | $38K | Sell |
1,216
-4
| -0.3% | -$125 | ﹤0.01% | 5161 |
|
|
2015
Q3 | $36K | Sell |
1,220
-230
| -16% | -$6.79K | ﹤0.01% | 5148 |
|
|
2015
Q2 | $48K | Buy |
1,450
+536
| +59% | +$17.7K | ﹤0.01% | 5151 |
|
|
2015
Q1 | $26K | Buy |
914
+524
| +134% | +$14.9K | ﹤0.01% | 5087 |
|
|
2014
Q4 | $12K | Buy |
390
+2
| +0.5% | +$62 | ﹤0.01% | 5349 |
|
|
2014
Q3 | $11K | Sell |
388
-355
| -48% | -$10.1K | ﹤0.01% | 5383 |
|
|
2014
Q2 | $24K | Buy |
743
+592
| +392% | +$19.1K | ﹤0.01% | 5165 |
|
|
2014
Q1 | $5K | Hold |
151
| – | – | ﹤0.01% | 5391 |
|
|
2013
Q4 | $5K | Buy |
151
+1
| +0.7% | +$33 | ﹤0.01% | 5231 |
|
|
2013
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 5225 |
|
|
2013
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 5142 |
|