Kessler Investment Group’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-231
| Closed | -$4K | – | 182 |
|
2022
Q4 | $4K | Hold |
231
| – | – | ﹤0.01% | 132 |
|
2022
Q3 | $4K | Sell |
231
-3,983
| -95% | -$69K | ﹤0.01% | 153 |
|
2022
Q2 | $78K | Hold |
4,214
| – | – | 0.07% | 86 |
|
2022
Q1 | $86K | Sell |
4,214
-7,415
| -64% | -$151K | 0.05% | 94 |
|
2021
Q4 | $242K | Buy |
+11,629
| New | +$242K | 0.14% | 67 |
|