TFS Capital’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,990
| Closed | -$296K | – | 668 |
|
|
2017
Q1 | $296K | Buy |
8,990
+1,063
| +13% | +$35K | 0.1% | 375 |
|
|
2016
Q4 | $271K | Buy |
+7,927
| New | +$271K | 0.07% | 430 |
|
|
2016
Q3 | – | Sell |
-13,897
| Closed | -$362K | – | 819 |
|
|
2016
Q2 | $362K | Buy |
+13,897
| New | +$362K | 0.07% | 517 |
|
|
2014
Q3 | – | Sell |
-36,291
| Closed | -$850K | – | 1084 |
|
|
2014
Q2 | $850K | Buy |
36,291
+23,428
| +182% | +$549K | 0.07% | 459 |
|
|
2014
Q1 | $296K | Buy |
12,863
+4,198
| +48% | +$96.6K | 0.02% | 1019 |
|
|
2013
Q4 | $214K | Buy |
+8,665
| New | +$214K | 0.01% | 1262 |
|