BWM
Braver Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-226,682
| Closed | -$4.56M | – | 152 |
|
|
2015
Q4 | $4.56M | Buy |
226,682
+10,361
| +5% | +$208K | 0.94% | 26 |
|
|
2015
Q3 | $4.09M | Buy |
216,321
+56,718
| +36% | +$1.07M | 1.02% | 24 |
|
|
2015
Q2 | $3.32M | Buy |
159,603
+947
| +0.6% | +$19.7K | 0.81% | 29 |
|
|
2015
Q1 | $2.99M | Sell |
158,656
-1,922
| -1% | -$36.2K | 0.61% | 30 |
|
|
2014
Q4 | $3.27M | Buy |
160,578
+72,057
| +81% | +$1.47M | 0.67% | 29 |
|
|
2014
Q3 | $1.77M | Buy |
88,521
+557
| +0.6% | +$11.2K | 0.53% | 29 |
|
|
2014
Q2 | $1.88M | Buy |
87,964
+25,261
| +40% | +$539K | 0.48% | 34 |
|
|
2014
Q1 | $1.44M | Sell |
62,703
-2,151
| -3% | -$49.4K | 0.41% | 42 |
|
|
2013
Q4 | $1.36M | Sell |
64,854
-7,387
| -10% | -$155K | 0.47% | 45 |
|
|
2013
Q3 | $1.3M | Buy |
72,241
+1,857
| +3% | +$33.5K | 0.45% | 44 |
|
|
2013
Q2 | $1.27M | Buy |
+70,384
| New | +$1.27M | 0.58% | 36 |
|