Bessemer Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,400
| Closed | -$336K | – | 1443 |
|
|
2020
Q2 | $336K | Hold |
20,400
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q1 | $316K | Hold |
20,400
| – | – | ﹤0.01% | 891 |
|
|
2019
Q4 | $537K | Buy |
20,400
+1,200
| +6% | +$31.6K | ﹤0.01% | 896 |
|
|
2019
Q3 | $462K | Buy |
19,200
+600
| +3% | +$14.4K | ﹤0.01% | 890 |
|
|
2019
Q2 | $437K | Hold |
18,600
| – | – | ﹤0.01% | 907 |
|
|
2019
Q1 | $372K | Buy |
18,600
+6,000
| +48% | +$120K | ﹤0.01% | 864 |
|
|
2018
Q4 | $246K | Hold |
12,600
| – | – | ﹤0.01% | 931 |
|
|
2018
Q3 | $292K | Hold |
12,600
| – | – | ﹤0.01% | 913 |
|
|
2018
Q2 | $328K | Hold |
12,600
| – | – | ﹤0.01% | 882 |
|
|
2018
Q1 | $317K | Hold |
12,600
| – | – | ﹤0.01% | 908 |
|
|
2017
Q4 | $279K | Buy |
12,600
+500
| +4% | +$11.1K | ﹤0.01% | 951 |
|
|
2017
Q3 | $275K | Hold |
12,100
| – | – | ﹤0.01% | 991 |
|
|
2017
Q2 | $279K | Buy |
12,100
+300
| +3% | +$6.92K | ﹤0.01% | 991 |
|
|
2017
Q1 | $306K | Buy |
11,800
+4,000
| +51% | +$104K | ﹤0.01% | 995 |
|
|
2016
Q4 | $185K | Buy |
7,800
+2,100
| +37% | +$49.8K | ﹤0.01% | 1097 |
|
|
2016
Q3 | $134K | Buy |
+5,700
| New | +$134K | ﹤0.01% | 1060 |
|