Maltese 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-90,000
| Closed | -$1.76M | – | 194 |
|
|
2018
Q4 | $1.76M | Buy |
90,000
+10,000
| +13% | +$195K | 0.15% | 141 |
|
|
2018
Q3 | $1.85M | Buy |
+80,000
| New | +$1.85M | 0.13% | 160 |
|
|
2017
Q4 | – | Sell |
-17,000
| Closed | -$387K | – | 199 |
|
|
2017
Q3 | $387K | Sell |
17,000
-70,800
| -81% | -$1.61M | 0.03% | 183 |
|
|
2017
Q2 | $2.03M | Buy |
+87,800
| New | +$2.03M | 0.19% | 132 |
|
|
2015
Q3 | – | Sell |
-80,000
| Closed | -$1.88M | – | 217 |
|
|
2015
Q2 | $1.88M | Buy |
80,000
+56,000
| +233% | +$1.31M | 0.21% | 131 |
|
|
2015
Q1 | $519K | Hold |
24,000
| – | – | 0.06% | 189 |
|
|
2014
Q4 | $575K | Sell |
24,000
-41,600
| -63% | -$997K | 0.07% | 184 |
|
|
2014
Q3 | $1.44M | Sell |
65,600
-14,400
| -18% | -$316K | 0.17% | 145 |
|
|
2014
Q2 | $1.88M | Sell |
80,000
-95,200
| -54% | -$2.24M | 0.25% | 125 |
|
|
2014
Q1 | $4.13M | Sell |
175,200
-61,000
| -26% | -$1.44M | 0.5% | 70 |
|
|
2013
Q4 | $4.44M | Buy |
236,200
+186,200
| +372% | +$3.5M | 0.46% | 78 |
|
|
2013
Q3 | $816K | Buy |
+50,000
| New | +$816K | 0.09% | 145 |
|