Valeo Financial Advisors’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	-550	Closed	-$14K	–	875
2021 Q1	$14K	Hold	550	–	–	﹤0.01%	1195
2020 Q4	$10K	Hold	550	–	–	﹤0.01%	1172
2020 Q3	$8K	Buy	+550	New	+$8K	﹤0.01%	1092