Nicolet Advisory Services’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
Q4 | – | Sell |
-18,862
| Closed | -$542K | – | 216 |
|
|
2021
Q3 | $542K | Hold |
18,862
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $511K | Hold |
18,862
| – | – | 0.07% | 106 |
|
|
2021
Q1 | $466K | Hold |
18,862
| – | – | 0.07% | 113 |
|
|
2020
Q4 | $347K | Hold |
18,862
| – | – | 0.05% | 128 |
|
|
2020
Q3 | $270K | Hold |
18,862
| – | – | 0.04% | 134 |
|
|
2020
Q2 | $310K | Hold |
18,862
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $292K | Hold |
18,862
| – | – | 0.05% | 144 |
|
|
2019
Q4 | $497K | Hold |
18,862
| – | – | 0.08% | 100 |
|
|
2019
Q3 | $454K | Hold |
18,862
| – | – | 0.07% | 103 |
|
|
2019
Q2 | $443K | Hold |
18,862
| – | – | 0.07% | 94 |
|
|
2019
Q1 | $378K | Buy |
+18,862
| New | +$378K | 0.06% | 101 |
|