SPFA
Summit Place Financial Advisors’s Fortune Brands Innovations FBIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-29,855
| Closed | -$1.82M | – | 92 |
|
2025
Q1 | $1.82M | Buy |
29,855
+1,955
| +7% | +$119K | 1.03% | 40 |
|
2024
Q4 | $1.91M | Sell |
27,900
-8,800
| -24% | -$601K | 1.08% | 39 |
|
2024
Q3 | $3.29M | Buy |
36,700
+1,140
| +3% | +$102K | 1.83% | 18 |
|
2024
Q2 | $2.31M | Buy |
35,560
+13,185
| +59% | +$856K | 1.37% | 33 |
|
2024
Q1 | $1.89M | Buy |
+22,375
| New | +$1.89M | 1.11% | 38 |
|