DCM Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,673
| Closed | -$201K | – | 210 |
|
|
2022
Q1 | $201K | Buy |
6,673
+69
| +1% | +$2.08K | 0.07% | 177 |
|
|
2021
Q4 | $210K | Buy |
+6,604
| New | +$210K | 0.06% | 194 |
|
|
2021
Q3 | – | Sell |
-25,026
| Closed | -$751K | – | 301 |
|
|
2021
Q2 | $751K | Sell |
25,026
-627
| -2% | -$18.8K | 0.43% | 78 |
|
|
2021
Q1 | $777K | Buy |
25,653
+16,253
| +173% | +$492K | 0.45% | 78 |
|
|
2020
Q4 | $212K | Buy |
+9,400
| New | +$212K | 0.12% | 176 |
|