Mackay Shields LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,967
| Closed | -$370K | – | 910 |
|
|
2021
Q1 | $370K | Sell |
14,967
-15,599
| -51% | -$386K | ﹤0.01% | 1274 |
|
|
2020
Q4 | $563K | Sell |
30,566
-7,700
| -20% | -$142K | ﹤0.01% | 1224 |
|
|
2020
Q3 | $547K | Sell |
38,266
-3,100
| -7% | -$44.3K | ﹤0.01% | 1159 |
|
|
2020
Q2 | $681K | Sell |
41,366
-900
| -2% | -$14.8K | 0.01% | 1126 |
|
|
2020
Q1 | $655K | Sell |
42,266
-1,500
| -3% | -$23.2K | 0.01% | 1072 |
|
|
2019
Q4 | $1.15M | Buy |
43,766
+6,800
| +18% | +$179K | 0.01% | 1041 |
|
|
2019
Q3 | $890K | Buy |
36,966
+6,800
| +23% | +$164K | 0.01% | 1142 |
|
|
2019
Q2 | $709K | Buy |
30,166
+18,199
| +152% | +$428K | ﹤0.01% | 1207 |
|
|
2019
Q1 | $239K | Hold |
11,967
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q4 | $233K | Sell |
11,967
-1,323
| -10% | -$25.8K | ﹤0.01% | 1288 |
|
|
2018
Q3 | $308K | Hold |
13,290
| – | – | ﹤0.01% | 1050 |
|
|
2018
Q2 | $345K | Sell |
13,290
-4,000
| -23% | -$104K | ﹤0.01% | 1147 |
|
|
2018
Q1 | $435K | Buy |
+17,290
| New | +$435K | ﹤0.01% | 1140 |
|