Creative Planning’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-287,744
| Closed | -$3.99M | – | 2015 |
|
|
2017
Q4 | $3.99M | Buy |
287,744
+940
| +0.3% | +$13K | 0.02% | 288 |
|
|
2017
Q3 | $3.91M | Sell |
286,804
-187
| -0.1% | -$2.55K | 0.02% | 285 |
|
|
2017
Q2 | $3.83M | Buy |
286,991
+11
| +0% | +$147 | 0.02% | 273 |
|
|
2017
Q1 | $4.13M | Buy |
286,980
+12
| +0% | +$173 | 0.02% | 244 |
|
|
2016
Q4 | $4M | Sell |
286,968
-1,492
| -0.5% | -$20.8K | 0.02% | 243 |
|
|
2016
Q3 | $3.46M | Sell |
288,460
-4,941
| -2% | -$59.3K | 0.02% | 257 |
|
|
2016
Q2 | $3.25M | Sell |
293,401
-1,051
| -0.4% | -$11.6K | 0.02% | 237 |
|
|
2016
Q1 | $3.43M | Sell |
294,452
-4,888
| -2% | -$56.9K | 0.03% | 208 |
|
|
2015
Q4 | $3.72M | Buy |
299,340
+1,170
| +0.4% | +$14.6K | 0.03% | 207 |
|
|
2015
Q3 | $3.68M | Sell |
298,170
-516
| -0.2% | -$6.37K | 0.03% | 193 |
|
|
2015
Q2 | $3.67M | Buy |
298,686
+281,533
| +1,641% | +$3.46M | 0.03% | 187 |
|
|
2015
Q1 | $201K | Buy |
17,153
+124
| +0.7% | +$1.45K | ﹤0.01% | 1183 |
|
|
2014
Q4 | $191K | Sell |
17,029
-693
| -4% | -$7.77K | ﹤0.01% | 1163 |
|
|
2014
Q3 | $180K | Buy |
17,722
+13,778
| +349% | +$140K | ﹤0.01% | 1116 |
|
|
2014
Q2 | $44K | Buy |
3,944
+1,395
| +55% | +$15.6K | ﹤0.01% | 1931 |
|
|
2014
Q1 | $28K | Hold |
2,549
| – | – | ﹤0.01% | 2164 |
|
|
2013
Q4 | $26K | Buy |
+2,549
| New | +$26K | ﹤0.01% | 2037 |
|