Winton Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,723
| Closed | -$421K | – | 1137 |
|
|
2021
Q3 | $421K | Buy |
13,723
+36
| +0.3% | +$1.1K | 0.02% | 944 |
|
|
2021
Q2 | $411K | Buy |
13,687
+820
| +6% | +$24.6K | 0.02% | 1028 |
|
|
2021
Q1 | $390K | Sell |
12,867
-1,234
| -9% | -$37.4K | 0.02% | 1013 |
|
|
2020
Q4 | $317K | Sell |
14,101
-14,824
| -51% | -$333K | 0.02% | 1017 |
|
|
2020
Q3 | $445K | Sell |
28,925
-21,266
| -42% | -$327K | 0.01% | 1153 |
|
|
2020
Q2 | $934K | Buy |
50,191
+26,067
| +108% | +$485K | 0.02% | 990 |
|
|
2020
Q1 | $438K | Buy |
24,124
+4,060
| +20% | +$73.7K | 0.01% | 1068 |
|
|
2019
Q4 | $644K | Sell |
20,064
-20,812
| -51% | -$668K | 0.01% | 1171 |
|
|
2019
Q3 | $1.23M | Buy |
40,876
+29,542
| +261% | +$892K | 0.01% | 747 |
|
|
2019
Q2 | $330K | Buy |
+11,334
| New | +$330K | 0.01% | 853 |
|