SWA
PBCT
Sax Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,425
| Closed | -$392K | – | 188 |
|
|
2021
Q3 | $392K | Hold |
22,425
| – | – | 0.09% | 113 |
|
|
2021
Q2 | $384K | Hold |
22,425
| – | – | 0.13% | 109 |
|
|
2021
Q1 | $401K | Hold |
22,425
| – | – | 0.15% | 98 |
|
|
2020
Q4 | $290K | Buy |
+22,425
| New | +$290K | 0.13% | 101 |
|