OWA
One Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,239
| Closed | -$499K | – | 110 |
|
|
2019
Q4 | $499K | Sell |
16,239
-949
| -6% | -$29.2K | 0.37% | 34 |
|
|
2019
Q3 | $471K | Sell |
17,188
-3,248
| -16% | -$89K | 0.41% | 33 |
|
|
2019
Q2 | $570K | Sell |
20,436
-11,060
| -35% | -$308K | 0.47% | 29 |
|
|
2019
Q1 | $794K | Buy |
+31,496
| New | +$794K | 0.65% | 17 |
|
|
2018
Q4 | – | Sell |
-25,699
| Closed | -$722K | – | 232 |
|
|
2018
Q3 | $722K | Sell |
25,699
-22
| -0.1% | -$618 | 0.55% | 22 |
|
|
2018
Q2 | $738K | Buy |
25,721
+8,550
| +50% | +$245K | 0.59% | 19 |
|
|
2018
Q1 | $548K | Buy |
17,171
+11,394
| +197% | +$364K | 0.48% | 22 |
|
|
2017
Q4 | $175K | Buy |
+5,777
| New | +$175K | 0.14% | 135 |
|