Beese Fulmer Investment Management’s IF Bancorp IROQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19,900
| Closed | -$418K | – | 209 |
|
|
2019
Q3 | $418K | Buy |
19,900
+4,500
| +29% | +$94.5K | 0.06% | 141 |
|
|
2019
Q2 | $322K | Hold |
15,400
| – | – | 0.06% | 130 |
|
|
2019
Q1 | $307K | Hold |
15,400
| – | – | 0.06% | 131 |
|
|
2018
Q4 | $310K | Buy |
15,400
+2,500
| +19% | +$50.3K | 0.07% | 127 |
|
|
2018
Q3 | $297K | Hold |
12,900
| – | – | 0.06% | 135 |
|
|
2018
Q2 | $315K | Buy |
+12,900
| New | +$315K | 0.07% | 128 |
|