Avantax Planning Partners’s MetLife MET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,363
| Closed | -$236K | – | 468 |
|
2024
Q2 | $236K | Sell |
3,363
-311
| -8% | -$21.8K | 0.01% | 405 |
|
2024
Q1 | $272K | Buy |
+3,674
| New | +$272K | 0.01% | 379 |
|
2018
Q4 | – | Sell |
-2,676
| Closed | -$125K | – | 831 |
|
2018
Q3 | $125K | Buy |
+2,676
| New | +$125K | 0.01% | 302 |
|
2018
Q2 | – | Sell |
-2,712
| Closed | -$124K | – | 958 |
|
2018
Q1 | $124K | Buy |
+2,712
| New | +$124K | 0.01% | 371 |
|
2017
Q4 | – | Sell |
-6,242
| Closed | -$324K | – | 334 |
|
2017
Q3 | $324K | Sell |
6,242
-762
| -11% | -$39.6K | 0.03% | 259 |
|
2017
Q2 | $343K | Buy |
7,004
+117
| +2% | +$5.73K | 0.03% | 234 |
|
2017
Q1 | $324K | Sell |
6,887
-1,096
| -14% | -$51.6K | 0.03% | 231 |
|
2016
Q4 | $383K | Buy |
+7,983
| New | +$383K | 0.04% | 198 |
|