Covestor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
28
-11
| -28% | -$393 | ﹤0.01% | 1979 |
|
|
2025
Q1 | $2K | Sell |
39
-21
| -35% | -$1.08K | ﹤0.01% | 1835 |
|
|
2024
Q4 | $3K | Buy |
60
+31
| +107% | +$1.55K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $1K | Buy |
29
+1
| +4% | +$34 | ﹤0.01% | 1963 |
|
|
2024
Q2 | $1K | Buy |
28
+11
| +65% | +$393 | ﹤0.01% | 1988 |
|
|
2024
Q1 | $1K | Sell |
17
-10
| -37% | -$588 | ﹤0.01% | 1966 |
|
|
2023
Q4 | $1K | Sell |
27
-16
| -37% | -$593 | ﹤0.01% | 1961 |
|
|
2023
Q3 | $1K | Sell |
43
-14
| -25% | -$326 | ﹤0.01% | 1922 |
|
|
2023
Q2 | $2K | Sell |
57
-37
| -39% | -$1.3K | ﹤0.01% | 1816 |
|
|
2023
Q1 | $3K | Buy |
94
+22
| +31% | +$702 | ﹤0.01% | 1666 |
|
|
2022
Q4 | $3K | Sell |
72
-14
| -16% | -$583 | ﹤0.01% | 1691 |
|
|
2022
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 1610 |
|