Diversified Trust’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,514
| Closed | -$157K | – | 890 |
|
|
2022
Q1 | $157K | Sell |
10,514
-6,017
| -36% | -$89.8K | 0.01% | 763 |
|
|
2021
Q4 | $250K | Buy |
16,531
+1,211
| +8% | +$18.3K | 0.01% | 697 |
|
|
2021
Q3 | $231K | Hold |
15,320
| – | – | 0.01% | 672 |
|
|
2021
Q2 | $218K | Hold |
15,320
| – | – | 0.01% | 684 |
|
|
2021
Q1 | $225K | Buy |
+15,320
| New | +$225K | 0.01% | 651 |
|
|
2016
Q3 | – | Sell |
-48,000
| Closed | -$532K | – | 375 |
|
|
2016
Q2 | $532K | Buy |
48,000
+3,795
| +9% | +$42.1K | 0.06% | 231 |
|
|
2016
Q1 | $515K | Buy |
44,205
+16,720
| +61% | +$195K | 0.06% | 240 |
|
|
2015
Q4 | $342K | Sell |
27,485
-8,430
| -23% | -$105K | 0.04% | 301 |
|
|
2015
Q3 | $443K | Hold |
35,915
| – | – | 0.05% | 283 |
|
|
2015
Q2 | $442K | Sell |
35,915
-17,020
| -32% | -$209K | 0.04% | 312 |
|
|
2015
Q1 | $620K | Sell |
52,935
-10,220
| -16% | -$120K | 0.05% | 286 |
|
|
2014
Q4 | $709K | Buy |
+63,155
| New | +$709K | 0.06% | 276 |
|
|
2014
Q2 | $915K | Buy |
+82,798
| New | +$915K | 0.08% | 271 |
|
|
2013
Q4 | $1.21M | Sell |
120,466
-5,047
| -4% | -$50.7K | 0.12% | 166 |
|
|
2013
Q3 | $1.08M | Sell |
125,513
-26,943
| -18% | -$231K | 0.11% | 194 |
|
|
2013
Q2 | $1.26M | Buy |
+152,456
| New | +$1.26M | 0.15% | 132 |
|