Brandywine Oak Private Wealth’s First Bancorp FBP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-17,675
| Closed | -$241K | – | 261 |
|
2022
Q3 | $241K | Buy |
+17,675
| New | +$241K | 0.03% | 241 |
|
2020
Q1 | – | Sell |
-11,136
| Closed | -$117K | – | 232 |
|
2019
Q4 | $117K | Buy |
11,136
+785
| +8% | +$8.25K | 0.02% | 237 |
|
2019
Q3 | $103K | Sell |
10,351
-613
| -6% | -$6.1K | 0.02% | 232 |
|
2019
Q2 | $121K | Buy |
10,964
+787
| +8% | +$8.69K | 0.02% | 220 |
|
2019
Q1 | $116K | Buy |
+10,177
| New | +$116K | 0.02% | 214 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 605 |
|