Whitney & Co’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,580
| Closed | -$308K | – | 102 |
|
|
2019
Q4 | $308K | Hold |
9,580
| – | – | 0.06% | 94 |
|
|
2019
Q3 | $303K | Hold |
9,580
| – | – | 0.06% | 92 |
|
|
2019
Q2 | $279K | Buy |
+9,580
| New | +$279K | 0.06% | 95 |
|
|
2018
Q4 | – | Sell |
-7,090
| Closed | -$210K | – | 223 |
|
|
2018
Q3 | $210K | Hold |
7,090
| – | – | 0.05% | 106 |
|
|
2018
Q2 | $233K | Buy |
+7,090
| New | +$233K | 0.06% | 100 |
|