Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,387
| Closed | -$38K | – | 1229 |
|
|
2021
Q1 | $38K | Buy |
1,387
+129
| +10% | +$3.53K | ﹤0.01% | 1770 |
|
|
2020
Q4 | $23K | Buy |
1,258
+48
| +4% | +$878 | ﹤0.01% | 1671 |
|
|
2020
Q3 | $17K | Buy |
1,210
+190
| +19% | +$2.67K | ﹤0.01% | 1627 |
|
|
2020
Q2 | $17K | Buy |
1,020
+71
| +7% | +$1.18K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $15K | Buy |
949
+353
| +59% | +$5.58K | ﹤0.01% | 1475 |
|
|
2019
Q4 | $16K | Hold |
596
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $14K | Buy |
+596
| New | +$14K | ﹤0.01% | 1410 |
|