Freestone Capital Holdings’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-29,726
| Closed | -$370K | – | 364 |
|
|
2015
Q4 | $370K | Sell |
29,726
-29,931
| -50% | -$373K | 0.04% | 280 |
|
|
2015
Q3 | $736K | Sell |
59,657
-13,169
| -18% | -$162K | 0.08% | 186 |
|
|
2015
Q2 | $896K | Sell |
72,826
-11,442
| -14% | -$141K | 0.14% | 107 |
|
|
2015
Q1 | $988K | Sell |
84,268
-10,278
| -11% | -$121K | 0.16% | 90 |
|
|
2014
Q4 | $1.06M | Sell |
94,546
-889,744
| -90% | -$9.98M | 0.18% | 73 |
|
|
2014
Q3 | $9.97M | Buy |
984,290
+956,540
| +3,447% | +$9.69M | 1.72% | 26 |
|
|
2014
Q2 | $307K | Buy |
+27,750
| New | +$307K | 0.05% | 159 |
|
|
2014
Q1 | – | Sell |
-34,888
| Closed | -$350K | – | 297 |
|
|
2013
Q4 | $350K | Buy |
+34,888
| New | +$350K | 0.06% | 221 |
|
|
2013
Q3 | – | Sell |
-54,775
| Closed | -$453K | – | 380 |
|
|
2013
Q2 | $453K | Buy |
+54,775
| New | +$453K | 0.09% | 196 |
|