DM
Delphi Management’s First Business Financial Services FBIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20,283
| Closed | -$477K | – | 95 |
|
|
2016
Q3 | $477K | Buy |
20,283
+225
| +1% | +$5.29K | 0.3% | 85 |
|
|
2016
Q2 | $471K | Sell |
20,058
-1,645
| -8% | -$38.6K | 0.3% | 85 |
|
|
2016
Q1 | $498K | Buy |
21,703
+4,243
| +24% | +$97.4K | 0.3% | 87 |
|
|
2015
Q4 | $437K | Sell |
17,460
-9,976
| -36% | -$250K | 0.28% | 86 |
|
|
2015
Q3 | $645K | Buy |
27,436
+21,848
| +391% | +$514K | 0.1% | 91 |
|
|
2015
Q2 | $262K | Buy |
+5,588
| New | +$262K | 0.04% | 100 |
|
|
2014
Q4 | – | Sell |
-8,420
| Closed | -$370K | – | 107 |
|
|
2014
Q3 | $370K | Buy |
8,420
+4,025
| +92% | +$177K | 0.05% | 109 |
|
|
2014
Q2 | $207K | Hold |
4,395
| – | – | 0.03% | 106 |
|
|
2014
Q1 | $207K | Sell |
4,395
-605
| -12% | -$28.5K | 0.02% | 109 |
|
|
2013
Q4 | $188K | Buy |
+5,000
| New | +$188K | 0.02% | 117 |
|