Bowling Portfolio Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,400
| Closed | -$222K | – | 277 |
|
|
2020
Q3 | $222K | Sell |
14,400
-12,681
| -47% | -$195K | 0.05% | 365 |
|
|
2020
Q2 | $504K | Sell |
27,081
-5,148
| -16% | -$95.8K | 0.11% | 244 |
|
|
2020
Q1 | $585K | Sell |
32,229
-26
| -0.1% | -$472 | 0.14% | 214 |
|
|
2019
Q4 | $1.04M | Sell |
32,255
-3,243
| -9% | -$104K | 0.18% | 194 |
|
|
2019
Q3 | $1.07M | Buy |
+35,498
| New | +$1.07M | 0.18% | 210 |
|
|
2017
Q4 | – | Sell |
-37,423
| Closed | -$1.08M | – | 373 |
|
|
2017
Q3 | $1.08M | Buy |
+37,423
| New | +$1.08M | 0.16% | 210 |
|