Curi RMB Capital’s Investar Holding Corp ISTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-179,407
| Closed | -$4.31M | – | 704 |
|
|
2019
Q4 | $4.31M | Sell |
179,407
-15,000
| -8% | -$360K | 0.12% | 170 |
|
|
2019
Q3 | $4.63M | Sell |
194,407
-2,099
| -1% | -$50K | 0.12% | 159 |
|
|
2019
Q2 | $4.69M | Sell |
196,506
-83,102
| -30% | -$1.98M | 0.12% | 155 |
|
|
2019
Q1 | $6.35M | Hold |
279,608
| – | – | 0.16% | 131 |
|
|
2018
Q4 | $6.93M | Buy |
279,608
+9,680
| +4% | +$240K | 0.18% | 122 |
|
|
2018
Q3 | $7.25M | Buy |
269,928
+5,621
| +2% | +$151K | 0.17% | 134 |
|
|
2018
Q2 | $7.31M | Buy |
264,307
+56,026
| +27% | +$1.55M | 0.17% | 133 |
|
|
2018
Q1 | $5.38M | Buy |
208,281
+80,139
| +63% | +$2.07M | 0.14% | 180 |
|
|
2017
Q4 | $3.09M | Hold |
128,142
| – | – | 0.08% | 280 |
|
|
2017
Q3 | $3.09M | Sell |
128,142
-12,655
| -9% | -$305K | 0.08% | 274 |
|
|
2017
Q2 | $3.22M | Buy |
140,797
+4,947
| +4% | +$113K | 0.09% | 268 |
|
|
2017
Q1 | $2.98M | Buy |
+135,850
| New | +$2.98M | 0.12% | 161 |
|