Wedge Capital Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38,228
| Closed | -$1.16M | – | 442 |
|
|
2021
Q1 | $1.16M | Sell |
38,228
-5,352
| -12% | -$162K | 0.01% | 302 |
|
|
2020
Q4 | $981K | Sell |
43,580
-1,321
| -3% | -$29.7K | 0.01% | 336 |
|
|
2020
Q3 | $691K | Buy |
44,901
+271
| +0.6% | +$4.17K | 0.01% | 338 |
|
|
2020
Q2 | $831K | Buy |
44,630
+5,939
| +15% | +$111K | 0.01% | 308 |
|
|
2020
Q1 | $702K | Buy |
38,691
+6,949
| +22% | +$126K | 0.01% | 317 |
|
|
2019
Q4 | $1.02M | Sell |
31,742
-21,934
| -41% | -$704K | 0.01% | 338 |
|
|
2019
Q3 | $1.62M | Buy |
53,676
+3,411
| +7% | +$103K | 0.02% | 279 |
|
|
2019
Q2 | $1.47M | Buy |
+50,265
| New | +$1.47M | 0.02% | 300 |
|
|
2016
Q4 | – | Sell |
-38,475
| Closed | -$1.04M | – | 576 |
|
|
2016
Q3 | $1.04M | Hold |
38,475
| – | – | 0.01% | 320 |
|
|
2016
Q2 | $1M | Hold |
38,475
| – | – | 0.01% | 317 |
|
|
2016
Q1 | $1.12M | Sell |
38,475
-2,200
| -5% | -$63.9K | 0.01% | 298 |
|
|
2015
Q4 | $1.14M | Sell |
40,675
-11,800
| -22% | -$330K | 0.01% | 311 |
|
|
2015
Q3 | $1.3M | Sell |
52,475
-3,600
| -6% | -$89.2K | 0.01% | 299 |
|
|
2015
Q2 | $1.39M | Hold |
56,075
| – | – | 0.01% | 283 |
|
|
2015
Q1 | $1.29M | Buy |
56,075
+2,100
| +4% | +$48.2K | 0.01% | 297 |
|
|
2014
Q4 | $1.36M | Hold |
53,975
| – | – | 0.01% | 300 |
|
|
2014
Q3 | $1.21M | Sell |
53,975
-2,200
| -4% | -$49.4K | 0.01% | 309 |
|
|
2014
Q2 | $1.32M | Buy |
56,175
+11,200
| +25% | +$262K | 0.01% | 307 |
|
|
2014
Q1 | $1.04M | Buy |
44,975
+18,600
| +71% | +$428K | 0.01% | 323 |
|
|
2013
Q4 | $652K | Sell |
26,375
-2,700
| -9% | -$66.7K | 0.01% | 356 |
|
|
2013
Q3 | $595K | Buy |
29,075
+4,400
| +18% | +$90K | 0.01% | 341 |
|
|
2013
Q2 | $454K | Buy |
+24,675
| New | +$454K | 0.01% | 386 |
|