Meeder Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,514
| Closed | -$22K | – | 1987 |
|
|
2020
Q3 | $22K | Hold |
1,514
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q2 | $25K | Hold |
1,514
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q1 | $23K | Hold |
1,514
| – | – | ﹤0.01% | 1185 |
|
|
2019
Q4 | $40K | Hold |
1,514
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q3 | $36K | Hold |
1,514
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q2 | $36K | Hold |
1,514
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q1 | $30K | Hold |
1,514
| – | – | ﹤0.01% | 976 |
|
|
2018
Q4 | $30K | Buy |
1,514
+200
| +15% | +$3.96K | ﹤0.01% | 939 |
|
|
2018
Q3 | $30K | Buy |
1,314
+193
| +17% | +$4.41K | ﹤0.01% | 926 |
|
|
2018
Q2 | $29.1K | Buy |
1,121
+1,043
| +1,337% | +$27.1K | ﹤0.01% | 885 |
|
|
2018
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 1374 |
|
|
2017
Q4 | $2K | Sell |
78
-322
| -81% | -$8.26K | ﹤0.01% | 1486 |
|
|
2017
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q2 | $9K | Buy |
400
+242
| +153% | +$5.45K | ﹤0.01% | 1017 |
|
|
2017
Q1 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 1155 |
|