BWP
BSW Wealth Partners’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,707
| Closed | -$214K | – | 319 |
|
2022
Q3 | $214K | Sell |
6,707
-146
| -2% | -$4.66K | 0.05% | 247 |
|
2022
Q2 | $230K | Sell |
6,853
-276
| -4% | -$9.26K | 0.06% | 233 |
|
2022
Q1 | $307K | Sell |
7,129
-142
| -2% | -$6.12K | 0.08% | 201 |
|
2021
Q4 | $317K | Buy |
7,271
+474
| +7% | +$20.7K | 0.08% | 187 |
|
2021
Q3 | $288K | Sell |
6,797
-34
| -0.5% | -$1.44K | 0.08% | 191 |
|
2021
Q2 | $261K | Buy |
6,831
+1,072
| +19% | +$41K | 0.07% | 195 |
|
2021
Q1 | $216K | Buy |
+5,759
| New | +$216K | 0.06% | 197 |
|