Osaic Holdings’s FinWise Bancorp FINW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-668
| Closed | -$10.4K | – | 7266 |
|
2024
Q3 | $10.4K | Buy |
+668
| New | +$10.4K | ﹤0.01% | 5718 |
|
2024
Q1 | – | Sell |
-34,398
| Closed | -$492K | – | 7045 |
|
2023
Q4 | $492K | Buy |
34,398
+34,158
| +14,233% | +$489K | ﹤0.01% | 3185 |
|
2023
Q3 | $2.07K | Buy |
240
+120
| +100% | +$1.04K | ﹤0.01% | 6499 |
|
2023
Q2 | $1.07K | Sell |
120
-55
| -31% | -$492 | ﹤0.01% | 6723 |
|
2023
Q1 | $1.54K | Hold |
175
| – | – | ﹤0.01% | 6702 |
|
2022
Q4 | $2K | Sell |
175
-6,200
| -97% | -$70.9K | ﹤0.01% | 6590 |
|
2022
Q3 | $58K | Hold |
6,375
| – | – | ﹤0.01% | 4781 |
|
2022
Q2 | $59K | Hold |
6,375
| – | – | ﹤0.01% | 4821 |
|
2022
Q1 | $109K | Buy |
+6,375
| New | +$109K | ﹤0.01% | 4526 |
|