Mark Sheptoff Financial Planning’s People's United Financial Inc PBCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-450
| Closed | -$10K | – | 446 |
|
|
2022
Q1 | $10K | Hold |
450
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $8K | Hold |
450
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $8K | Hold |
450
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $8K | Sell |
450
-2,922
| -87% | -$51.9K | ﹤0.01% | 345 |
|
|
2021
Q1 | $60K | Hold |
3,372
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $44K | Sell |
3,372
-1,472
| -30% | -$19.2K | 0.03% | 171 |
|
|
2020
Q3 | $50K | Hold |
4,844
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $56K | Sell |
4,844
-5,876
| -55% | -$67.9K | 0.04% | 145 |
|
|
2020
Q1 | $118K | Sell |
10,720
-2,752
| -20% | -$30.3K | 0.09% | 97 |
|
|
2019
Q4 | $228K | Buy |
13,472
+5,550
| +70% | +$93.9K | 0.14% | 86 |
|
|
2019
Q3 | $124K | Hold |
7,922
| – | – | 0.08% | 106 |
|
|
2019
Q2 | $133K | Buy |
7,922
+3,452
| +77% | +$58K | 0.09% | 106 |
|
|
2019
Q1 | $73K | Hold |
4,470
| – | – | 0.05% | 130 |
|
|
2018
Q4 | $65K | Hold |
4,470
| – | – | 0.05% | 124 |
|
|
2018
Q3 | $77K | Hold |
4,470
| – | – | 0.05% | 138 |
|
|
2018
Q2 | $81K | Hold |
4,470
| – | – | 0.06% | 134 |
|
|
2018
Q1 | $83K | Hold |
4,470
| – | – | 0.06% | 140 |
|
|
2017
Q4 | $84K | Hold |
4,470
| – | – | 0.05% | 151 |
|
|
2017
Q3 | $81K | Hold |
4,470
| – | – | 0.05% | 155 |
|
|
2017
Q2 | $79K | Sell |
4,470
-1
| -0% | -$18 | 0.05% | 150 |
|
|
2017
Q1 | $81K | Buy |
4,471
+1
| +0% | +$18 | 0.06% | 149 |
|
|
2016
Q4 | $87K | Hold |
4,470
| – | – | 0.06% | 143 |
|
|
2016
Q3 | $71K | Hold |
4,470
| – | – | 0.05% | 146 |
|
|
2016
Q2 | $66K | Hold |
4,470
| – | – | 0.05% | 142 |
|
|
2016
Q1 | $71K | Hold |
4,470
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $72K | Buy |
+4,470
| New | +$72K | 0.06% | 146 |
|