Wedge Capital Management’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 |
-10,771
| Closed | -$266K | – | 440 |
|
|
2021
Q1 | $266K | Sell |
10,771
-2,158
| -17% | -$53.3K | ﹤0.01% | 460 |
|
|
2020
Q4 | $238K | Hold |
12,929
| – | – | ﹤0.01% | 506 |
|
|
2020
Q3 | $185K | Hold |
12,929
| – | – | ﹤0.01% | 500 |
|
|
2020
Q2 | $213K | Buy |
12,929
+1,665
| +15% | +$27.4K | ﹤0.01% | 465 |
|
|
2020
Q1 | $175K | Sell |
11,264
-5,221
| -32% | -$81.1K | ﹤0.01% | 470 |
|
|
2019
Q4 | $434K | Buy |
16,485
+1,706
| +12% | +$44.9K | ﹤0.01% | 417 |
|
|
2019
Q3 | $356K | Hold |
14,779
| – | – | ﹤0.01% | 453 |
|
|
2019
Q2 | $347K | Sell |
14,779
-3,077
| -17% | -$72.2K | ﹤0.01% | 508 |
|
|
2019
Q1 | $357K | Buy |
17,856
+3,443
| +24% | +$68.8K | ﹤0.01% | 494 |
|
|
2018
Q4 | $281K | Hold |
14,413
| – | – | ﹤0.01% | 502 |
|
|
2018
Q3 | $334K | Hold |
14,413
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $375K | Buy |
+14,413
| New | +$375K | ﹤0.01% | 501 |
|