PWA
Phoenix Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-45,965
| Closed | -$1.51M | – | 107 |
|
2022
Q4 | $1.51M | Sell |
45,965
-990
| -2% | -$32.5K | 0.91% | 29 |
|
2022
Q3 | $1.5M | Sell |
46,955
-1,543
| -3% | -$49.3K | 1.5% | 26 |
|
2022
Q2 | $1.63M | Sell |
48,498
-274
| -0.6% | -$9.21K | 1.61% | 24 |
|
2022
Q1 | $2M | Sell |
48,772
-21,240
| -30% | -$871K | 2.07% | 19 |
|
2021
Q4 | $3.05M | Sell |
70,012
-2,922
| -4% | -$127K | 2.3% | 13 |
|
2021
Q3 | $3.1M | Buy |
72,934
+956
| +1% | +$40.6K | 2.31% | 8 |
|
2021
Q2 | $2.69M | Buy |
71,978
+10,816
| +18% | +$404K | 1.94% | 17 |
|
2021
Q1 | $2.32M | Buy |
61,162
+23,673
| +63% | +$899K | 1.81% | 19 |
|
2020
Q4 | $1.03M | Buy |
+37,489
| New | +$1.03M | 0.79% | 35 |
|