Westover Capital Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-19,245
| Closed | -$866K | – | 123 |
|
|
2018
Q3 | $866K | Buy |
19,245
+12,771
| +197% | +$575K | 0.44% | 63 |
|
|
2018
Q2 | $300K | Hold |
6,474
| – | – | 0.16% | 90 |
|
|
2018
Q1 | $270K | Hold |
6,474
| – | – | 0.15% | 98 |
|
|
2017
Q4 | $272K | Sell |
6,474
-504
| -7% | -$21.2K | 0.15% | 105 |
|
|
2017
Q3 | $300K | Sell |
6,978
-70
| -1% | -$3.01K | 0.18% | 99 |
|
|
2017
Q2 | $283K | Buy |
+7,048
| New | +$283K | 0.19% | 92 |
|