YorkBridge Wealth Partners’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-320
| Closed | -$12K | – | 758 |
|
|
2019
Q1 | $12K | Sell |
320
-285
| -47% | -$10.7K | 0.01% | 547 |
|
|
2018
Q4 | $21K | Hold |
605
| – | – | 0.01% | 454 |
|
|
2018
Q3 | $27K | Buy |
605
+6
| +1% | +$268 | 0.01% | 448 |
|
|
2018
Q2 | $28K | Buy |
599
+20
| +3% | +$935 | 0.01% | 449 |
|
|
2018
Q1 | $25K | Buy |
579
+82
| +16% | +$3.54K | 0.01% | 471 |
|
|
2017
Q4 | $21K | Sell |
497
-17
| -3% | -$718 | 0.01% | 502 |
|
|
2017
Q3 | $22K | Hold |
514
| – | – | 0.01% | 495 |
|
|
2017
Q2 | $21K | Sell |
514
-72
| -12% | -$2.94K | 0.01% | 497 |
|
|
2017
Q1 | $24K | Buy |
586
+193
| +49% | +$7.9K | 0.01% | 460 |
|
|
2016
Q4 | $13K | Buy |
+393
| New | +$13K | 0.01% | 528 |
|