Zurich Cantonal Bank’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,968
| Closed | -$30K | – | 2619 |
|
|
2020
Q3 | $30K | Hold |
1,968
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q2 | $37K | Hold |
1,968
| – | – | ﹤0.01% | 2295 |
|
|
2020
Q1 | $36K | Hold |
1,968
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q4 | $63K | Hold |
1,968
| – | – | ﹤0.01% | 2009 |
|
|
2019
Q3 | $59K | Hold |
1,968
| – | – | ﹤0.01% | 1920 |
|
|
2019
Q2 | $57K | Hold |
1,968
| – | – | ﹤0.01% | 1978 |
|
|
2019
Q1 | $53K | Sell |
1,968
-499
| -20% | -$13.4K | ﹤0.01% | 1957 |
|
|
2018
Q4 | $63K | Hold |
2,467
| – | – | ﹤0.01% | 1891 |
|
|
2018
Q3 | $77K | Hold |
2,467
| – | – | ﹤0.01% | 1881 |
|
|
2018
Q2 | $81K | Buy |
2,467
+1,044
| +73% | +$34.3K | ﹤0.01% | 1783 |
|
|
2018
Q1 | $42K | Hold |
1,423
| – | – | ﹤0.01% | 2163 |
|
|
2017
Q4 | $44K | Hold |
1,423
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q3 | $41K | Hold |
1,423
| – | – | ﹤0.01% | 1926 |
|
|
2017
Q2 | $42K | Hold |
1,423
| – | – | ﹤0.01% | 1868 |
|
|
2017
Q1 | $47K | Hold |
1,423
| – | – | ﹤0.01% | 1766 |
|
|
2016
Q4 | $49K | Buy |
1,423
+1,201
| +541% | +$41.4K | ﹤0.01% | 1710 |
|
|
2016
Q3 | $6K | Buy |
+222
| New | +$6K | ﹤0.01% | 2494 |
|