Bank of Montreal’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
Q3 | – | Sell |
-18,111
| Closed | -$576K | – | 3437 |
|
|
2023
Q2 | $576K | Buy |
+18,111
| New | +$576K | ﹤0.01% | 2151 |
|
|
2021
Q2 | – | Sell |
-4,153
| Closed | -$101K | – | 3844 |
|
|
2021
Q1 | $101K | Sell |
4,153
-1,032
| -20% | -$25.1K | ﹤0.01% | 2996 |
|
|
2020
Q4 | $102K | Buy |
5,185
+887
| +21% | +$17.4K | ﹤0.01% | 3116 |
|
|
2020
Q3 | $65K | Sell |
4,298
-279
| -6% | -$4.22K | ﹤0.01% | 2913 |
|
|
2020
Q2 | $66K | Sell |
4,577
-4,911
| -52% | -$70.8K | ﹤0.01% | 2927 |
|
|
2020
Q1 | $131K | Sell |
9,488
-497
| -5% | -$6.86K | ﹤0.01% | 2219 |
|
|
2019
Q4 | $264K | Sell |
9,985
-3,790
| -28% | -$100K | ﹤0.01% | 2540 |
|
|
2019
Q3 | $331K | Buy |
13,775
+139
| +1% | +$3.34K | ﹤0.01% | 2218 |
|
|
2019
Q2 | $320K | Buy |
13,636
+867
| +7% | +$20.3K | ﹤0.01% | 2273 |
|
|
2019
Q1 | $256K | Sell |
12,769
-627
| -5% | -$12.6K | ﹤0.01% | 2257 |
|
|
2018
Q4 | $261K | Sell |
13,396
-31
| -0.2% | -$604 | ﹤0.01% | 2195 |
|
|
2018
Q3 | $311K | Sell |
13,427
-342
| -2% | -$7.92K | ﹤0.01% | 2283 |
|
|
2018
Q2 | $358K | Sell |
13,769
-114
| -0.8% | -$2.96K | ﹤0.01% | 2231 |
|
|
2018
Q1 | $350K | Sell |
13,883
-2,000
| -13% | -$50.4K | ﹤0.01% | 2177 |
|
|
2017
Q4 | $352K | Buy |
15,883
+374
| +2% | +$8.29K | ﹤0.01% | 2198 |
|
|
2017
Q3 | $353K | Hold |
15,509
| – | – | ﹤0.01% | 2222 |
|
|
2017
Q2 | $358K | Sell |
15,509
-170
| -1% | -$3.92K | ﹤0.01% | 2189 |
|
|
2017
Q1 | $407K | Buy |
15,679
+11
| +0.1% | +$286 | ﹤0.01% | 1990 |
|
|
2016
Q4 | $343K | Hold |
15,668
| – | – | ﹤0.01% | 2037 |
|
|
2016
Q3 | $368K | Hold |
15,668
| – | – | ﹤0.01% | 1996 |
|
|
2016
Q2 | $368K | Buy |
15,668
+92
| +0.6% | +$2.16K | ﹤0.01% | 2011 |
|
|
2016
Q1 | $357K | Sell |
15,576
-537
| -3% | -$12.3K | ﹤0.01% | 2005 |
|
|
2015
Q4 | $403K | Sell |
16,113
-7,643
| -32% | -$191K | ﹤0.01% | 1929 |
|
|
2015
Q3 | $559K | Hold |
23,756
| – | – | ﹤0.01% | 1635 |
|
|
2015
Q2 | $557K | Sell |
23,756
-2,744
| -10% | -$64.3K | ﹤0.01% | 1747 |
|
|
2015
Q1 | $573K | Sell |
26,500
-1,848
| -7% | -$40K | ﹤0.01% | 1694 |
|
|
2014
Q4 | $679K | Sell |
28,348
-3,804
| -12% | -$91.1K | ﹤0.01% | 1616 |
|
|
2014
Q3 | $706K | Buy |
32,152
+12,244
| +62% | +$269K | ﹤0.01% | 1580 |
|
|
2014
Q2 | $468K | Buy |
19,908
+7,852
| +65% | +$185K | ﹤0.01% | 1767 |
|
|
2014
Q1 | $284K | Sell |
12,056
-11,354
| -49% | -$267K | ﹤0.01% | 1899 |
|
|
2013
Q4 | $440K | Buy |
23,410
+11,354
| +94% | +$213K | ﹤0.01% | 1606 |
|
|
2013
Q3 | $197K | Sell |
12,056
-4,760
| -28% | -$77.8K | ﹤0.01% | 1893 |
|
|
2013
Q2 | $252K | Buy |
+16,816
| New | +$252K | ﹤0.01% | 1743 |
|