O'Shaughnessy 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
Q3 | – | Sell |
-67
| Closed | -$1K | – | 1906 |
|
|
2020
Q2 | $1K | Sell |
67
-2,822
| -98% | -$42.1K | ﹤0.01% | 1586 |
|
|
2020
Q1 | $45K | Sell |
2,889
-862
| -23% | -$13.4K | ﹤0.01% | 798 |
|
|
2019
Q4 | $99K | Buy |
3,751
+15
| +0.4% | +$396 | ﹤0.01% | 798 |
|
|
2019
Q3 | $90K | Buy |
3,736
+169
| +5% | +$4.07K | ﹤0.01% | 654 |
|
|
2019
Q2 | $84K | Buy |
+3,567
| New | +$84K | ﹤0.01% | 677 |
|
|
2015
Q4 | – | Sell |
-122
| Closed | -$3K | – | 941 |
|
|
2015
Q3 | $3K | Sell |
122
-64
| -34% | -$1.57K | ﹤0.01% | 804 |
|
|
2015
Q2 | $4K | Hold |
186
| – | – | ﹤0.01% | 851 |
|
|
2015
Q1 | $4K | Buy |
186
+32
| +21% | +$688 | ﹤0.01% | 840 |
|
|
2014
Q4 | $4K | Buy |
+154
| New | +$4K | ﹤0.01% | 897 |
|