Windsor Wealth Management’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.44M | Hold |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $614K | Buy |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $411K | Hold |
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|
2020
Q1 | $395K | Hold |
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|
2019
Q4 | $620K | Hold |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $648K | Buy |
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