SEI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,072
| Closed | -$102K | – | 2508 |
|
|
2019
Q1 | $102K | Buy |
+5,072
| New | +$102K | ﹤0.01% | 2494 |
|
|
2018
Q3 | – | Sell |
-622
| Closed | -$16K | – | 2764 |
|
|
2018
Q2 | $16K | Sell |
622
-4
| -0.6% | -$103 | ﹤0.01% | 2855 |
|
|
2018
Q1 | $16K | Sell |
626
-8
| -1% | -$204 | ﹤0.01% | 2712 |
|
|
2017
Q4 | $14K | Buy |
634
+355
| +127% | +$7.84K | ﹤0.01% | 2700 |
|
|
2017
Q3 | $6K | Buy |
+279
| New | +$6K | ﹤0.01% | 2794 |
|
|
2015
Q3 | – | Sell |
-164
| Closed | -$4K | – | 2516 |
|
|
2015
Q2 | $4K | Sell |
164
-30
| -15% | -$732 | ﹤0.01% | 2028 |
|
|
2015
Q1 | $4K | Sell |
194
-2
| -1% | -$41 | ﹤0.01% | 2049 |
|
|
2014
Q4 | $6K | Buy |
+196
| New | +$6K | ﹤0.01% | 1931 |
|