HNWA
Henrickson Nauta Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Sell |
5,812
-162
| -3% | -$6.66K | 0.08% | 73 |
|
2025
Q1 | $202K | Buy |
5,974
+57
| +1% | +$1.93K | 0.08% | 76 |
|
2024
Q4 | $250K | Buy |
5,917
+93
| +2% | +$3.93K | 0.1% | 68 |
|
2024
Q3 | $250K | Hold |
5,824
| – | – | 0.1% | 70 |
|
2024
Q2 | $215K | Buy |
+5,824
| New | +$215K | 0.09% | 70 |
|
2024
Q1 | – | Sell |
-9,501
| Closed | -$328K | – | 74 |
|
2023
Q4 | $328K | Buy |
+9,501
| New | +$328K | 0.16% | 55 |
|
2022
Q2 | – | Sell |
-4,900
| Closed | -$211K | – | 45 |
|
2022
Q1 | $211K | Hold |
4,900
| – | – | 0.18% | 44 |
|
2021
Q4 | $223K | Buy |
+4,900
| New | +$223K | 0.18% | 39 |
|