SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-22,176
| Closed | -$508K | – | 206 |
|
|
2016
Q1 | $508K | Hold |
22,176
| – | – | 0.08% | 141 |
|
|
2015
Q4 | $555K | Hold |
22,176
| – | – | 0.1% | 145 |
|
|
2015
Q3 | $522K | Hold |
22,176
| – | – | 0.1% | 146 |
|
|
2015
Q2 | $520K | Hold |
22,176
| – | – | 0.1% | 152 |
|
|
2015
Q1 | $479K | Hold |
22,176
| – | – | 0.09% | 159 |
|
|
2014
Q4 | $531K | Hold |
22,176
| – | – | 0.19% | 111 |
|
|
2014
Q3 | $487K | Hold |
22,176
| – | – | 0.21% | 100 |
|
|
2014
Q2 | $521K | Hold |
22,176
| – | – | 0.22% | 99 |
|
|
2014
Q1 | $523K | Hold |
22,176
| – | – | 0.25% | 93 |
|
|
2013
Q4 | $417K | Buy |
+22,176
| New | +$417K | 0.25% | 96 |
|