Beacon Investment Advisory Services’s Investors Bancorp, Inc. ISBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-384,404
Closed -$5.74M 307
2022
Q1
$5.74M Sell
384,404
-1,250
-0.3% -$18.7K 0.24% 80
2021
Q4
$5.84M Sell
385,654
-3,230
-0.8% -$48.9K 0.23% 88
2021
Q3
$5.88M Sell
388,884
-3,000
-0.8% -$45.3K 0.24% 88
2021
Q2
$5.59M Hold
391,884
0.23% 89
2021
Q1
$5.76M Sell
391,884
-4,080
-1% -$59.9K 0.25% 82
2020
Q4
$4.18M Sell
395,964
-973
-0.2% -$10.3K 0.19% 91
2020
Q3
$2.88M Hold
396,937
0.15% 105
2020
Q2
$3.37M Hold
396,937
0.19% 93
2020
Q1
$3.17M Hold
396,937
0.22% 85
2019
Q4
$4.73M Sell
396,937
-3,393
-0.8% -$40.4K 0.25% 86
2019
Q3
$4.55M Sell
400,330
-3,136
-0.8% -$35.6K 0.45% 58
2019
Q2
$4.5M Hold
403,466
0.48% 56
2019
Q1
$4.78M Sell
403,466
-446
-0.1% -$5.29K 0.51% 56
2018
Q4
$4.2M Hold
403,912
0.46% 60
2018
Q3
$4.96M Buy
403,912
+48,495
+14% +$595K 0.48% 61
2018
Q2
$4.55M Sell
355,417
-8,301
-2% -$106K 0.46% 64
2018
Q1
$4.96M Sell
363,718
-1,320
-0.4% -$18K 0.51% 60
2017
Q4
$5.07M Sell
365,038
-365,038
-50% -$5.07M 0.54% 58
2017
Q3
$9.96M Buy
730,076
+395,181
+118% +$5.39M 0.85% 24
2017
Q2
$4.47M Hold
334,895
0.8% 6
2017
Q1
$4.82M Sell
334,895
-123,143
-27% -$1.77M 0.92% 4
2016
Q4
$6.39M Sell
458,038
-1,000
-0.2% -$14K 1.23% 4
2016
Q3
$5.51M Buy
459,038
+34,521
+8% +$415K 1.2% 3
2016
Q2
$4.7M Sell
424,517
-3,611
-0.8% -$40K 1.02% 3
2016
Q1
$4.98M Hold
428,128
1.07% 3
2015
Q4
$5.33M Hold
428,128
1% 5
2015
Q3
$5.28M Hold
428,128
0.98% 6
2015
Q2
$5.27M Buy
+428,128
New +$5.27M 0.83% 5