L.J. Altfest & Co’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,579
| Closed | -$471K | – | 293 |
|
|
2022
Q1 | $471K | Buy |
31,579
+303
| +1% | +$4.52K | 0.08% | 156 |
|
|
2021
Q4 | $474K | Buy |
31,276
+284
| +0.9% | +$4.3K | 0.09% | 156 |
|
|
2021
Q3 | $468K | Buy |
30,992
+302
| +1% | +$4.56K | 0.1% | 148 |
|
|
2021
Q2 | $438K | Buy |
30,690
+285
| +0.9% | +$4.07K | 0.09% | 154 |
|
|
2021
Q1 | $447K | Buy |
30,405
+313
| +1% | +$4.6K | 0.11% | 157 |
|
|
2020
Q4 | $318K | Buy |
30,092
+354
| +1% | +$3.74K | 0.08% | 195 |
|
|
2020
Q3 | $216K | Buy |
29,738
+448
| +2% | +$3.25K | 0.06% | 205 |
|
|
2020
Q2 | $249K | Buy |
29,290
+378
| +1% | +$3.21K | 0.07% | 186 |
|
|
2020
Q1 | $231K | Sell |
28,912
-13,995
| -33% | -$112K | 0.07% | 164 |
|
|
2019
Q4 | $511K | Hold |
42,907
| – | – | 0.13% | 106 |
|
|
2019
Q3 | $487K | Sell |
42,907
-637
| -1% | -$7.23K | 0.13% | 102 |
|
|
2019
Q2 | $486K | Hold |
43,544
| – | – | 0.13% | 103 |
|
|
2019
Q1 | $516K | Hold |
43,544
| – | – | 0.13% | 102 |
|
|
2018
Q4 | $453K | Hold |
43,544
| – | – | 0.13% | 96 |
|
|
2018
Q3 | $534K | Buy |
43,544
+152
| +0.4% | +$1.86K | 0.16% | 102 |
|
|
2018
Q2 | $555K | Buy |
43,392
+145
| +0.3% | +$1.86K | 0.21% | 92 |
|
|
2018
Q1 | $590K | Buy |
43,247
+140
| +0.3% | +$1.91K | 0.25% | 90 |
|
|
2017
Q4 | $598K | Buy |
43,107
+268
| +0.6% | +$3.72K | 0.23% | 95 |
|
|
2017
Q3 | $584K | Buy |
42,839
+130
| +0.3% | +$1.77K | 0.28% | 91 |
|
|
2017
Q2 | $571K | Buy |
42,709
+17,327
| +68% | +$232K | 0.34% | 84 |
|
|
2017
Q1 | $365K | Buy |
25,382
+3,760
| +17% | +$54.1K | 0.15% | 97 |
|
|
2016
Q4 | $302K | Buy |
21,622
+119
| +0.6% | +$1.66K | 0.15% | 109 |
|
|
2016
Q3 | $258K | Buy |
21,503
+205
| +1% | +$2.46K | 0.17% | 107 |
|
|
2016
Q2 | $236K | Buy |
21,298
+192
| +0.9% | +$2.13K | 0.16% | 107 |
|
|
2016
Q1 | $246K | Hold |
21,106
| – | – | 0.25% | 76 |
|
|
2015
Q4 | $263K | Hold |
21,106
| – | – | 0.26% | 79 |
|
|
2015
Q3 | $260K | Buy |
21,106
+169
| +0.8% | +$2.08K | 0.26% | 81 |
|
|
2015
Q2 | $258K | Buy |
20,937
+300
| +1% | +$3.7K | 0.24% | 82 |
|
|
2015
Q1 | $242K | Hold |
20,637
| – | – | 0.23% | 82 |
|
|
2014
Q4 | $232K | Hold |
20,637
| – | – | 0.19% | 100 |
|
|
2014
Q3 | $209K | Buy |
+20,637
| New | +$209K | 0.21% | 59 |
|