Punch & Associates Investment Management’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5.44M | Sell |
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|
2016
Q4 | $7.39M | Sell |
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|
2016
Q3 | $9.54M | Sell |
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|
2016
Q2 | $9.74M | Buy |
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|
2016
Q1 | $8.83M | Buy |
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|
2015
Q4 | $9.16M | Buy |
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|
2015
Q3 | $8.55M | Buy |
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|
2015
Q2 | $8.47M | Buy |
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|
2015
Q1 | $7.35M | Buy |
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|
2014
Q4 | $7.02M | Buy |
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|
2014
Q3 | $3.63M | Buy |
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|
2014
Q2 | $3.88M | Sell |
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|
2014
Q1 | $4.21M | Sell |
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|
2013
Q4 | $3.46M | Buy |
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|
2013
Q3 | $2.96M | Buy |
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|
2013
Q2 | $2.57M | Buy |
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