Glenmede Trust’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-236
| Closed | -$3K | – | 1571 |
|
|
2020
Q3 | $3K | Hold |
236
| – | – | ﹤0.01% | 2185 |
|
|
2020
Q2 | $4K | Sell |
236
-108
| -31% | -$1.83K | ﹤0.01% | 2120 |
|
|
2020
Q1 | $10K | Hold |
344
| – | – | ﹤0.01% | 2421 |
|
|
2019
Q4 | $10K | Hold |
344
| – | – | ﹤0.01% | 2421 |
|
|
2019
Q3 | $10 | Sell |
344
-64
| -16% | -$2 | ﹤0.01% | 2343 |
|
|
2019
Q2 | $11 | Hold |
408
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q1 | $10 | Hold |
408
| – | – | ﹤0.01% | 2359 |
|
|
2018
Q4 | $9 | Buy |
+408
| New | +$9 | ﹤0.01% | 2316 |
|