CAPTRUST Financial Advisors’s Financial Institutions FISI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,073
| Closed | -$28K | – | 2741 |
|
|
2022
Q2 | $28K | Buy |
1,073
+555
| +107% | +$14.5K | ﹤0.01% | 3169 |
|
|
2022
Q1 | $16K | Buy |
518
+77
| +17% | +$2.38K | ﹤0.01% | 3527 |
|
|
2021
Q4 | $14K | Buy |
441
+32
| +8% | +$1.02K | ﹤0.01% | 3518 |
|
|
2021
Q3 | $13K | Hold |
409
| – | – | ﹤0.01% | 3453 |
|
|
2021
Q2 | $12K | Sell |
409
-26
| -6% | -$763 | ﹤0.01% | 3434 |
|
|
2021
Q1 | $13K | Buy |
435
+409
| +1,573% | +$12.2K | ﹤0.01% | 3282 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 3251 |
|
|
2020
Q3 | $0 | Buy |
+26
| New | – | ﹤0.01% | 3113 |
|