Patriot Financial Group Insurance Agency’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$5K | – | 926 |
|
|
2022
Q2 | $5K | Sell |
200
-5,015
| -96% | -$125K | ﹤0.01% | 1475 |
|
|
2022
Q1 | $157K | Sell |
5,215
-762
| -13% | -$22.9K | 0.03% | 461 |
|
|
2021
Q4 | $190K | Buy |
5,977
+32
| +0.5% | +$1.02K | 0.03% | 460 |
|
|
2021
Q3 | $182K | Buy |
5,945
+33
| +0.6% | +$1.01K | 0.03% | 466 |
|
|
2021
Q2 | $177K | Buy |
5,912
+32
| +0.5% | +$958 | 0.03% | 459 |
|
|
2021
Q1 | $178K | Buy |
5,880
+42
| +0.7% | +$1.27K | 0.04% | 416 |
|
|
2020
Q4 | $131K | Buy |
5,838
+1,288
| +28% | +$28.9K | 0.03% | 429 |
|
|
2020
Q3 | $70K | Buy |
+4,550
| New | +$70K | 0.02% | 469 |
|