KFA
PBCT
Kelleher Financial Advisors’s People's United Financial Inc PBCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-57,281
| Closed | -$1.11M | – | 137 |
|
|
2016
Q4 | $1.11M | Hold |
57,281
| – | – | 0.62% | 48 |
|
|
2016
Q3 | $906K | Hold |
57,281
| – | – | 0.51% | 49 |
|
|
2016
Q2 | $839K | Buy |
57,281
+4,000
| +8% | +$58.6K | 0.51% | 49 |
|
|
2016
Q1 | $912K | Sell |
53,281
-5,200
| -9% | -$89K | 0.5% | 52 |
|
|
2015
Q4 | $944K | Sell |
58,481
-1,000
| -2% | -$16.1K | 0.64% | 45 |
|
|
2015
Q3 | $935K | Sell |
59,481
-1,500
| -2% | -$23.6K | 0.62% | 49 |
|
|
2015
Q2 | $988K | Hold |
60,981
| – | – | 0.56% | 52 |
|
|
2015
Q1 | $926K | Buy |
60,981
+3,363
| +6% | +$51.1K | 0.51% | 52 |
|
|
2014
Q4 | $874K | Buy |
57,618
+1,400
| +2% | +$21.2K | 0.47% | 52 |
|
|
2014
Q3 | $821K | Buy |
56,218
+1,400
| +3% | +$20.4K | 0.45% | 53 |
|
|
2014
Q2 | $832K | Hold |
54,818
| – | – | 0.43% | 51 |
|
|
2014
Q1 | $815K | Buy |
54,818
+8,450
| +18% | +$126K | 0.44% | 49 |
|
|
2013
Q4 | $701K | Sell |
46,368
-200
| -0.4% | -$3.02K | 0.36% | 51 |
|
|
2013
Q3 | $670K | Buy |
46,568
+500
| +1% | +$7.19K | 0.38% | 53 |
|
|
2013
Q2 | $686K | Buy |
+46,068
| New | +$686K | 0.42% | 51 |
|