Aperio Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,677
| Closed | -$439K | – | 2359 |
|
|
2019
Q4 | $439K | Sell |
13,677
-1,931
| -12% | -$62K | ﹤0.01% | 1873 |
|
|
2019
Q3 | $471K | Buy |
15,608
+3,026
| +24% | +$91.3K | ﹤0.01% | 1785 |
|
|
2019
Q2 | $366K | Sell |
12,582
-245
| -2% | -$7.13K | ﹤0.01% | 1940 |
|
|
2019
Q1 | $349K | Buy |
12,827
+78
| +0.6% | +$2.12K | ﹤0.01% | 1931 |
|
|
2018
Q4 | $328K | Sell |
12,749
-3,596
| -22% | -$92.5K | ﹤0.01% | 1900 |
|
|
2018
Q3 | $513K | Buy |
16,345
+4,972
| +44% | +$156K | ﹤0.01% | 1747 |
|
|
2018
Q2 | $375K | Sell |
11,373
-2,602
| -19% | -$85.8K | ﹤0.01% | 1899 |
|
|
2018
Q1 | $413K | Buy |
13,975
+2,187
| +19% | +$64.6K | ﹤0.01% | 1786 |
|
|
2017
Q4 | $367K | Buy |
11,788
+579
| +5% | +$18K | ﹤0.01% | 1849 |
|
|
2017
Q3 | $323K | Sell |
11,209
-918
| -8% | -$26.5K | ﹤0.01% | 1882 |
|
|
2017
Q2 | $362K | Buy |
12,127
+3,964
| +49% | +$118K | ﹤0.01% | 1802 |
|
|
2017
Q1 | $269K | Buy |
8,163
+1,109
| +16% | +$36.5K | ﹤0.01% | 1876 |
|
|
2016
Q4 | $241K | Buy |
+7,054
| New | +$241K | ﹤0.01% | 1899 |
|
|
2016
Q2 | – | Sell |
-7,296
| Closed | -$212K | – | 2011 |
|
|
2016
Q1 | $212K | Buy |
+7,296
| New | +$212K | ﹤0.01% | 1845 |
|