First Business Financial Services’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,048
| Closed | -$747K | – | 125 |
|
|
2020
Q1 | $747K | Sell |
3,048
-74
| -2% | -$18.1K | 0.15% | 35 |
|
|
2019
Q4 | $852K | Sell |
3,122
-18
| -0.6% | -$4.91K | 0.13% | 44 |
|
|
2019
Q3 | $769K | Hold |
3,140
| – | – | 0.13% | 46 |
|
|
2019
Q2 | $715K | Hold |
3,140
| – | – | 0.12% | 48 |
|
|
2019
Q1 | $661K | Sell |
3,140
-73
| -2% | -$15.4K | 0.12% | 51 |
|
|
2018
Q4 | $546K | Sell |
3,213
-761
| -19% | -$129K | 0.09% | 82 |
|
|
2018
Q3 | $776K | Hold |
3,974
| – | – | 0.12% | 56 |
|
|
2018
Q2 | $810K | Sell |
3,974
-111
| -3% | -$22.6K | 0.15% | 32 |
|
|
2018
Q1 | $780K | Buy |
+4,085
| New | +$780K | 0.14% | 31 |
|