DWM
Doyle Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,542
| Closed | -$263K | – | 197 |
|
2019
Q4 | $263K | Buy |
+8,542
| New | +$263K | 0.03% | 178 |
|
2019
Q3 | – | Sell |
-8,543
| Closed | -$238K | – | 378 |
|
2019
Q2 | $238K | Sell |
8,543
-1,289
| -13% | -$35.9K | 0.03% | 175 |
|
2019
Q1 | $276K | Buy |
9,832
+569
| +6% | +$16K | 0.04% | 158 |
|
2018
Q4 | $218K | Sell |
9,263
-500
| -5% | -$11.8K | 0.04% | 171 |
|
2018
Q3 | $273K | Hold |
9,763
| – | – | 0.04% | 160 |
|
2018
Q2 | $280K | Buy |
9,763
+2,206
| +29% | +$63.3K | 0.05% | 149 |
|
2018
Q1 | $240K | Buy |
+7,557
| New | +$240K | 0.04% | 149 |
|