Winton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,341
| Closed | -$214K | – | 1025 |
|
|
2021
Q4 | $214K | Sell |
7,341
-12,658
| -63% | -$369K | 0.01% | 927 |
|
|
2021
Q3 | $574K | Sell |
19,999
-298
| -1% | -$8.55K | 0.03% | 789 |
|
|
2021
Q2 | $549K | Buy |
20,297
+1,386
| +7% | +$37.5K | 0.03% | 860 |
|
|
2021
Q1 | $468K | Sell |
18,911
-4
| -0% | -$99 | 0.03% | 926 |
|
|
2020
Q4 | $348K | Sell |
18,915
-15,465
| -45% | -$285K | 0.03% | 969 |
|
|
2020
Q3 | $491K | Sell |
34,380
-2,082
| -6% | -$29.7K | 0.02% | 1123 |
|
|
2020
Q2 | $600K | Buy |
36,462
+24,666
| +209% | +$406K | 0.02% | 1148 |
|
|
2020
Q1 | $183K | Buy |
11,796
+1,192
| +11% | +$18.5K | ﹤0.01% | 1269 |
|
|
2019
Q4 | $279K | Sell |
10,604
-9,571
| -47% | -$252K | ﹤0.01% | 1377 |
|
|
2019
Q3 | $486K | Buy |
+20,175
| New | +$486K | 0.01% | 1099 |
|