Beese Fulmer Investment Management’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,913
| Closed | -$209K | – | 210 |
|
|
2019
Q2 | $209K | Hold |
14,913
| – | – | 0.04% | 165 |
|
|
2019
Q1 | $222K | Hold |
14,913
| – | – | 0.04% | 157 |
|
|
2018
Q4 | $223K | Buy |
14,913
+3,350
| +29% | +$50.1K | 0.05% | 153 |
|
|
2018
Q3 | $184K | Hold |
11,563
| – | – | 0.04% | 184 |
|
|
2018
Q2 | $204K | Hold |
11,563
| – | – | 0.04% | 185 |
|
|
2018
Q1 | $196K | Hold |
11,563
| – | – | 0.04% | 177 |
|
|
2017
Q4 | $177K | Buy |
+11,563
| New | +$177K | 0.04% | 184 |
|