Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$5K | – | 858 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 606 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 591 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 576 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
|
2017
Q1 | $5K | Sell |
200
-20
| -9% | -$500 | ﹤0.01% | 659 |
|
|
2016
Q4 | $5K | Buy |
220
+95
| +76% | +$2.16K | ﹤0.01% | 666 |
|
|
2016
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 766 |
|
|
2016
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 737 |
|
|
2016
Q1 | $3K | Buy |
125
+15
| +14% | +$360 | ﹤0.01% | 772 |
|
|
2015
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 732 |
|
|
2015
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 735 |
|
|
2015
Q2 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 771 |
|