WSTAM
MNRK
Wilbanks Smith & Thomas Asset Management’s MONARCH FINANCIAL HOLDINGS INC COM STK MNRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-27,775
| Closed | -$461K | – | 310 |
|
|
2016
Q1 | $461K | Sell |
27,775
-3,250
| -10% | -$53.9K | 0.06% | 174 |
|
|
2015
Q4 | $558K | Buy |
31,025
+2,820
| +10% | -$18 | 0.06% | 156 |
|
|
2015
Q3 | $349K | Hold |
28,205
| – | – | 0.05% | 184 |
|
|
2015
Q2 | $354K | Hold |
28,205
| – | – | 0.03% | 216 |
|
|
2015
Q1 | $353K | Hold |
28,205
| – | – | 0.03% | 208 |
|
|
2014
Q4 | $388K | Sell |
28,205
-500
| -2% | -$6.88K | 0.04% | 205 |
|
|
2014
Q3 | $361K | Sell |
28,705
-3,486
| -11% | -$43.8K | 0.04% | 195 |
|
|
2014
Q2 | $377K | Sell |
32,191
-1,000
| -3% | -$11.7K | 0.04% | 197 |
|
|
2014
Q1 | $407K | Sell |
33,191
-1,175
| -3% | -$14.4K | 0.05% | 188 |
|
|
2013
Q4 | $423K | Hold |
34,366
| – | – | 0.05% | 183 |
|
|
2013
Q3 | $403K | Sell |
34,366
-500
| -1% | -$5.86K | 0.05% | 180 |
|
|
2013
Q2 | $378K | Buy |
+34,866
| New | +$378K | 0.06% | 173 |
|