Wealthspire Advisors (Maryland)’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50
| Closed | -$1K | – | 2346 |
|
|
2019
Q1 | $1K | Sell |
50
-3
| -6% | -$60 | ﹤0.01% | 2434 |
|
|
2018
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 2374 |
|
|
2018
Q3 | – | Sell |
-3,619
| Closed | -$46K | – | 2566 |
|
|
2018
Q2 | $46K | Sell |
3,619
-83
| -2% | -$1.06K | ﹤0.01% | 1008 |
|
|
2018
Q1 | $50K | Sell |
3,702
-482
| -12% | -$6.51K | ﹤0.01% | 987 |
|
|
2017
Q4 | $58K | Sell |
4,184
-10,770
| -72% | -$149K | 0.01% | 946 |
|
|
2017
Q3 | $204K | Sell |
14,954
-1,058
| -7% | -$14.4K | 0.02% | 467 |
|
|
2017
Q2 | $214K | Buy |
16,012
+4,351
| +37% | +$58.2K | 0.03% | 433 |
|
|
2017
Q1 | $168K | Buy |
11,661
+1,735
| +17% | +$25K | 0.02% | 447 |
|
|
2016
Q4 | $138K | Sell |
9,926
-66
| -0.7% | -$918 | 0.02% | 483 |
|
|
2016
Q3 | $120K | Buy |
9,992
+342
| +4% | +$4.11K | 0.02% | 524 |
|
|
2016
Q2 | $107K | Sell |
9,650
-1,757
| -15% | -$19.5K | 0.02% | 519 |
|
|
2016
Q1 | $133K | Sell |
11,407
-672
| -6% | -$7.84K | 0.02% | 459 |
|
|
2015
Q4 | $150K | Buy |
+12,079
| New | +$150K | 0.03% | 440 |
|