Sheets Smith Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-30,442
| Closed | -$434K | – | 381 |
|
|
2021
Q2 | $434K | Hold |
30,442
| – | – | 0.06% | 243 |
|
|
2021
Q1 | $447K | Hold |
30,442
| – | – | 0.07% | 219 |
|
|
2020
Q4 | $321K | Buy |
30,442
+720
| +2% | +$6.58K | 0.05% | 266 |
|
|
2020
Q3 | $216K | Hold |
29,722
| – | – | 0.04% | 277 |
|
|
2020
Q2 | $253K | Hold |
29,722
| – | – | 0.05% | 214 |
|
|
2020
Q1 | $237K | Buy |
29,722
+1,553
| +6% | +$16.7K | 0.05% | 231 |
|
|
2019
Q4 | $336K | Sell |
28,169
-1,150
| -4% | -$13.8K | 0.06% | 254 |
|
|
2019
Q3 | $333K | Buy |
29,319
+972
| +3% | +$10.9K | 0.07% | 237 |
|
|
2019
Q2 | $316K | Sell |
28,347
-1,189
| -4% | -$13.5K | 0.06% | 261 |
|
|
2019
Q1 | $350K | Sell |
29,536
-186
| -0.6% | -$2.24K | 0.08% | 250 |
|
|
2018
Q4 | $309K | Sell |
29,722
-971
| -3% | -$11.2K | 0.08% | 224 |
|
|
2018
Q3 | $377K | Buy |
30,693
+364
| +1% | +$4.63K | 0.08% | 261 |
|
|
2018
Q2 | $388K | Buy |
30,329
+3,351
| +12% | +$45.1K | 0.09% | 228 |
|
|
2018
Q1 | $368K | Buy |
26,978
+490
| +2% | +$6.79K | 0.09% | 225 |
|
|
2017
Q4 | $368K | Hold |
26,488
| – | – | 0.09% | 234 |
|
|
2017
Q3 | $361K | Hold |
26,488
| – | – | 0.09% | 221 |
|
|
2017
Q2 | $354K | Hold |
26,488
| – | – | 0.09% | 209 |
|
|
2017
Q1 | $381K | Hold |
26,488
| – | – | 0.1% | 204 |
|
|
2016
Q4 | $370K | Buy |
26,488
+690
| +3% | +$9.02K | 0.1% | 204 |
|
|
2016
Q3 | $310K | Hold |
25,798
| – | – | 0.09% | 206 |
|
|
2016
Q2 | $286K | Hold |
25,798
| – | – | 0.08% | 204 |
|
|
2016
Q1 | $300K | Hold |
25,798
| – | – | 0.09% | 185 |
|
|
2015
Q4 | $321K | Sell |
25,798
-2,460
| -9% | -$31K | 0.1% | 178 |
|
|
2015
Q3 | $349K | Buy |
28,258
+920
| +3% | +$11.2K | 0.12% | 150 |
|
|
2015
Q2 | $336K | Buy |
27,338
+800
| +3% | +$9.67K | 0.09% | 181 |
|
|
2015
Q1 | $311K | Hold |
26,538
| – | – | 0.09% | 184 |
|
|
2014
Q4 | $298K | Hold |
26,538
| – | – | 0.08% | 197 |
|
|
2014
Q3 | $269K | Buy |
26,538
+650
| +3% | +$6.87K | 0.07% | 204 |
|
|
2014
Q2 | $286K | Buy |
+25,888
| New | +$276K | 0.08% | 204 |
|
|
2014
Q1 | – | Sell |
-22,691
| Closed | -$228K | – | 286 |
|
|
2013
Q4 | $228K | Buy |
+22,691
| New | +$210K | 0.06% | 232 |
|
Other funds holding ISBC
AA
