YorkBridge Wealth Partners’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,971
| Closed | -$90K | – | 682 |
|
|
2019
Q2 | $90K | Hold |
2,971
| – | – | 0.04% | 304 |
|
|
2019
Q1 | $92K | Sell |
2,971
-335
| -10% | -$10.4K | 0.04% | 290 |
|
|
2018
Q4 | $100K | Sell |
3,306
-165
| -5% | -$4.99K | 0.05% | 247 |
|
|
2018
Q3 | $135K | Hold |
3,471
| – | – | 0.06% | 236 |
|
|
2018
Q2 | $125K | Sell |
3,471
-82,531
| -96% | -$2.97M | 0.05% | 254 |
|
|
2018
Q1 | $2.75M | Buy |
+86,002
| New | +$2.75M | 1.27% | 16 |
|