Wealthspire Advisors (Maryland)’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,245	Closed	-$145K	–	968
2019 Q1	$145K	Hold	7,245	–	–	0.01%	527
2018 Q4	$141K	Sell	7,245 -1,338	-16%	-$27.7K	0.01%	501
2018 Q3	$199K	Buy	8,583 +1	+0%	+$24	0.02%	459
2018 Q2	$223K	Hold	8,582	–	–	0.02%	432
2018 Q1	$216K	Sell	8,582 -2,130	-20%	-$51.2K	0.02%	439
2017 Q4	$237K	Hold	10,712	–	–	0.02%	426
2017 Q3	$244K	Sell	10,712 -6,110	-36%	-$133K	0.03%	411
2017 Q2	$388K	Hold	16,822	–	–	0.05%	274
2017 Q1	$437K	Sell	16,822 -210	-1%	-$5.22K	0.06%	208
2016 Q4	$404K	Sell	17,032 -2,275	-12%	-$50.5K	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	+$482K	0.09%	158