Wescott Financial Advisory Group’s Meridian MRBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,018
| Closed | -$353K | – | 137 |
|
|
2022
Q1 | $353K | Sell |
22,018
-1,600
| -7% | -$25.7K | 0.09% | 97 |
|
|
2021
Q4 | $434K | Sell |
23,618
-3,180
| -12% | -$58.4K | 0.22% | 45 |
|
|
2021
Q3 | $384K | Hold |
26,798
| – | – | 0.22% | 45 |
|
|
2021
Q2 | $348K | Hold |
26,798
| – | – | 0.21% | 48 |
|
|
2021
Q1 | $348K | Hold |
26,798
| – | – | 0.23% | 43 |
|
|
2020
Q4 | $279K | Buy |
+26,798
| New | +$279K | 0.2% | 46 |
|