NewEdge Advisors’s Financial Institutions FISI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,124	Closed	-$234K	–	3530
2023 Q1	$234K	Buy	12,124 +7,607	+168%	+$147K	﹤0.01%	1476
2022 Q4	$110K	Buy	+4,517	New	+$110K	﹤0.01%	1407