ELCO Management’s FinWise Bancorp FINW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-28,599
Closed -$265K 142
2022
Q4
$265K Sell
28,599
-11,401
-29% -$106K 0.2% 105
2022
Q3
$361K Hold
40,000
0.29% 79
2022
Q2
$373K Hold
40,000
0.31% 78
2022
Q1
$686K Sell
40,000
-47,704
-54% -$818K 0.47% 55
2021
Q4
$1.21M Buy
+87,704
New +$1.21M 0.86% 30