ISB
Iowa State Bank’s West Bancorporation WTBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,190
| Closed | -$224K | – | 110 |
|
|
2023
Q2 | $224K | Buy |
+12,190
| New | +$224K | 0.06% | 108 |
|
|
2022
Q4 | – | Sell |
-14,263
| Closed | -$297K | – | 125 |
|
|
2022
Q3 | $297K | Buy |
+14,263
| New | +$297K | 0.08% | 93 |
|
|
2022
Q1 | – | Sell |
-7,062
| Closed | -$219K | – | 126 |
|
|
2021
Q4 | $219K | Hold |
7,062
| – | – | 0.05% | 119 |
|
|
2021
Q3 | $212K | Buy |
+7,062
| New | +$212K | 0.06% | 114 |
|
|
2020
Q2 | – | Sell |
-57,010
| Closed | -$932K | – | 127 |
|
|
2020
Q1 | $932K | Sell |
57,010
-206
| -0.4% | -$3.37K | 0.44% | 62 |
|
|
2019
Q4 | $1.47M | Sell |
57,216
-2,305
| -4% | -$59.1K | 0.52% | 57 |
|
|
2019
Q3 | $1.29M | Buy |
59,521
+48,454
| +438% | +$1.05M | 0.49% | 57 |
|
|
2019
Q2 | $235K | Hold |
11,067
| – | – | 0.1% | 98 |
|
|
2019
Q1 | $229K | Sell |
11,067
-209
| -2% | -$4.33K | 0.11% | 96 |
|
|
2018
Q4 | $215K | Hold |
11,276
| – | – | 0.11% | 96 |
|
|
2018
Q3 | $265K | Hold |
11,276
| – | – | 0.12% | 92 |
|
|
2018
Q2 | $284K | Sell |
11,276
-2,462
| -18% | -$62K | 0.14% | 90 |
|
|
2018
Q1 | $352K | Hold |
13,738
| – | – | 0.17% | 80 |
|
|
2017
Q4 | $346K | Sell |
13,738
-2,100
| -13% | -$52.9K | 0.16% | 82 |
|
|
2017
Q3 | $386K | Sell |
15,838
-300
| -2% | -$7.31K | 0.18% | 74 |
|
|
2017
Q2 | $382K | Hold |
16,138
| – | – | 0.18% | 73 |
|
|
2017
Q1 | $370K | Sell |
16,138
-2,025
| -11% | -$46.4K | 0.18% | 69 |
|
|
2016
Q4 | $449K | Hold |
18,163
| – | – | 0.23% | 63 |
|
|
2016
Q3 | $356K | Hold |
18,163
| – | – | 0.19% | 65 |
|
|
2016
Q2 | $338K | Hold |
18,163
| – | – | 0.18% | 70 |
|
|
2016
Q1 | $331K | Hold |
18,163
| – | – | 0.19% | 71 |
|
|
2015
Q4 | $359K | Hold |
18,163
| – | – | 0.21% | 65 |
|
|
2015
Q3 | $341K | Sell |
18,163
-1,000
| -5% | -$18.8K | 0.23% | 64 |
|
|
2015
Q2 | $380K | Hold |
19,163
| – | – | 0.24% | 59 |
|
|
2015
Q1 | $381K | Sell |
19,163
-2,148
| -10% | -$42.7K | 0.24% | 58 |
|
|
2014
Q4 | $363K | Hold |
21,311
| – | – | 0.23% | 58 |
|
|
2014
Q3 | $301K | Hold |
21,311
| – | – | 0.2% | 59 |
|
|
2014
Q2 | $325K | Buy |
21,311
+4,148
| +24% | +$63.3K | 0.22% | 58 |
|
|
2014
Q1 | $261K | Hold |
17,163
| – | – | 0.19% | 64 |
|
|
2013
Q4 | $272K | Hold |
17,163
| – | – | 0.2% | 63 |
|
|
2013
Q3 | $237K | Sell |
17,163
-3,930
| -19% | -$54.3K | 0.19% | 65 |
|
|
2013
Q2 | $248K | Buy |
+21,093
| New | +$248K | 0.2% | 65 |
|