Beese Fulmer Investment Management’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-13,450
| Closed | -$192K | – | 245 |
|
2021
Q2 | $192K | Hold |
13,450
| – | – | 0.02% | 226 |
|
2021
Q1 | $198K | Hold |
13,450
| – | – | 0.02% | 219 |
|
2020
Q4 | $142K | Buy |
13,450
+1,100
| +9% | +$11.6K | 0.02% | 207 |
|
2020
Q3 | $90K | Hold |
12,350
| – | – | 0.01% | 191 |
|
2020
Q2 | $105K | Hold |
12,350
| – | – | 0.02% | 241 |
|
2020
Q1 | $99K | Hold |
12,350
| – | – | 0.02% | 177 |
|
2019
Q4 | $147K | Hold |
12,350
| – | – | 0.02% | 198 |
|
2019
Q3 | $140K | Hold |
12,350
| – | – | 0.02% | 203 |
|
2019
Q2 | $138K | Hold |
12,350
| – | – | 0.03% | 176 |
|
2019
Q1 | $146K | Hold |
12,350
| – | – | 0.03% | 176 |
|
2018
Q4 | $128K | Buy |
+12,350
| New | +$128K | 0.03% | 167 |
|