Cornerstone Capital Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $432K | Sell |
19,590
-6,400
| -25% | -$141K | ﹤0.01% | 1029 |
|
|
2017
Q3 | $590K | Hold |
25,990
| – | – | ﹤0.01% | 1024 |
|
|
2017
Q2 | $599K | Buy |
25,990
+2,300
| +10% | +$53K | ﹤0.01% | 1013 |
|
|
2017
Q1 | $614K | Buy |
23,690
+2,966
| +14% | +$76.9K | ﹤0.01% | 1018 |
|
|
2016
Q4 | $491K | Buy |
20,724
+1,300
| +7% | +$30.8K | ﹤0.01% | 1094 |
|
|
2016
Q3 | $456K | Buy |
19,424
+7,100
| +58% | +$167K | ﹤0.01% | 1083 |
|
|
2016
Q2 | $289K | Buy |
12,324
+2,300
| +23% | +$53.9K | ﹤0.01% | 1135 |
|
|
2016
Q1 | $230K | Sell |
10,024
-3,700
| -27% | -$84.9K | ﹤0.01% | 1183 |
|
|
2015
Q4 | $343K | Sell |
13,724
-176
| -1% | -$4.4K | ﹤0.01% | 1108 |
|
|
2015
Q3 | $327K | Buy |
13,900
+4,500
| +48% | +$106K | ﹤0.01% | 1119 |
|
|
2015
Q2 | $220K | Buy |
+9,400
| New | +$220K | ﹤0.01% | 1177 |
|
|
2014
Q3 | – | Sell |
-1,200
| Closed | -$28K | – | 1292 |
|
|
2014
Q2 | $28K | Buy |
+1,200
| New | +$28K | ﹤0.01% | 1268 |
|