Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,245
| Closed | -$145K | – | 982 |
|
|
2019
Q1 | $145K | Hold |
7,245
| – | – | 0.01% | 527 |
|
|
2018
Q4 | $141K | Sell |
7,245
-1,338
| -16% | -$26K | 0.01% | 501 |
|
|
2018
Q3 | $199K | Buy |
8,583
+1
| +0% | +$23 | 0.02% | 457 |
|
|
2018
Q2 | $223K | Hold |
8,582
| – | – | 0.02% | 431 |
|
|
2018
Q1 | $216K | Sell |
8,582
-2,130
| -20% | -$53.6K | 0.02% | 439 |
|
|
2017
Q4 | $237K | Hold |
10,712
| – | – | 0.02% | 426 |
|
|
2017
Q3 | $244K | Sell |
10,712
-6,110
| -36% | -$139K | 0.03% | 411 |
|
|
2017
Q2 | $388K | Hold |
16,822
| – | – | 0.05% | 274 |
|
|
2017
Q1 | $437K | Sell |
16,822
-210
| -1% | -$5.46K | 0.06% | 208 |
|
|
2016
Q4 | $404K | Sell |
17,032
-2,275
| -12% | -$54K | 0.06% | 211 |
|
|
2016
Q3 | $454K | Hold |
19,307
| – | – | 0.07% | 188 |
|
|
2016
Q2 | $453K | Hold |
19,307
| – | – | 0.08% | 178 |
|
|
2016
Q1 | $443K | Hold |
19,307
| – | – | 0.08% | 174 |
|
|
2015
Q4 | $483K | Buy |
+19,307
| New | +$483K | 0.09% | 158 |
|