Seizert Capital Partners’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,183
| Closed | -$196K | – | 184 |
|
|
2023
Q1 | $196K | Sell |
10,183
-2,401
| -19% | -$46.3K | 0.01% | 172 |
|
|
2022
Q4 | $307K | Hold |
12,584
| – | – | 0.02% | 179 |
|
|
2022
Q3 | $303K | Sell |
12,584
-4,381
| -26% | -$105K | 0.02% | 175 |
|
|
2022
Q2 | $441K | Hold |
16,965
| – | – | 0.02% | 173 |
|
|
2022
Q1 | $511K | Hold |
16,965
| – | – | 0.02% | 171 |
|
|
2021
Q4 | $539K | Buy |
+16,965
| New | +$539K | 0.02% | 172 |
|