CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1K | – | 2713 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 4671 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 4690 |
|
|
2021
Q4 | $0 | Sell |
17
-23
| -58% | – | ﹤0.01% | 4808 |
|
|
2021
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 4421 |
|
|
2021
Q2 | $1K | Sell |
40
-91
| -69% | -$2.28K | ﹤0.01% | 4329 |
|
|
2021
Q1 | $3K | Buy |
131
+93
| +245% | +$2.13K | ﹤0.01% | 3909 |
|
|
2020
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 3248 |
|