Envestnet Asset Management’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-22
| Closed | -$1K | – | 2151 |
|
|
2014
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2389 |
|
|
2014
Q3 | $0 | Buy |
22
+16
| +267% | – | ﹤0.01% | 2777 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2730 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2576 |
|
|
2013
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2478 |
|