Bailard’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,347
| Closed | -$407K | – | 717 |
|
|
2023
Q1 | $407K | Buy |
13,347
+3,204
| +32% | +$97.8K | 0.01% | 438 |
|
|
2022
Q4 | $371K | Buy |
+10,143
| New | +$371K | 0.01% | 462 |
|
|
2021
Q4 | – | Sell |
-9,400
| Closed | -$270K | – | 741 |
|
|
2021
Q3 | $270K | Buy |
+9,400
| New | +$270K | 0.01% | 570 |
|