Kennedy Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,918
| Closed | -$654K | – | 612 |
|
|
2022
Q1 | $654K | Buy |
19,918
+63
| +0.3% | +$2.07K | 0.02% | 539 |
|
|
2021
Q4 | $579K | Buy |
19,855
+1,821
| +10% | +$53.1K | 0.01% | 552 |
|
|
2021
Q3 | $518K | Buy |
18,034
+224
| +1% | +$6.43K | 0.01% | 577 |
|
|
2021
Q2 | $482K | Buy |
+17,810
| New | +$482K | 0.01% | 587 |
|
|
2017
Q1 | – | Sell |
-19,087
| Closed | -$453K | – | 736 |
|
|
2016
Q4 | $453K | Sell |
19,087
-55,000
| -74% | -$1.31M | 0.01% | 689 |
|
|
2016
Q3 | $1.74M | Buy |
74,087
+23,997
| +48% | +$564K | 0.03% | 594 |
|
|
2016
Q2 | $1.18M | Sell |
50,090
-110
| -0.2% | -$2.58K | 0.02% | 640 |
|
|
2016
Q1 | $1.15M | Hold |
50,200
| – | – | 0.02% | 651 |
|
|
2015
Q4 | $1.26M | Sell |
50,200
-108
| -0.2% | -$2.7K | 0.03% | 633 |
|
|
2015
Q3 | $1.18M | Buy |
+50,308
| New | +$1.18M | 0.02% | 641 |
|