SFPIA
Stevens First Principles Investment Advisors’s MetLife MET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-460
| Closed | -$23K | – | 180 |
|
2017
Q4 | $23K | Hold |
460
| – | – | 0.01% | 135 |
|
2017
Q3 | $24K | Sell |
460
-56
| -11% | -$2.92K | 0.01% | 127 |
|
2017
Q2 | $25K | Hold |
516
| – | – | 0.01% | 123 |
|
2017
Q1 | $24K | Hold |
516
| – | – | 0.02% | 120 |
|
2016
Q4 | $25K | Hold |
516
| – | – | 0.02% | 121 |
|
2016
Q3 | $20K | Hold |
516
| – | – | 0.01% | 112 |
|
2016
Q2 | $18K | Hold |
516
| – | – | 0.01% | 105 |
|
2016
Q1 | $20K | Buy |
+516
| New | +$20K | 0.02% | 99 |
|
2015
Q3 | – | Sell |
-5,068
| Closed | -$253K | – | 220 |
|
2015
Q2 | $253K | Buy |
5,068
+656
| +15% | +$32.7K | 0.16% | 76 |
|
2015
Q1 | $199K | Buy |
4,412
+1,145
| +35% | +$51.6K | 0.13% | 77 |
|
2014
Q4 | $158K | Buy |
3,267
+381
| +13% | +$18.4K | 0.1% | 85 |
|
2014
Q3 | $138K | Buy |
2,886
+533
| +23% | +$25.5K | 0.08% | 101 |
|
2014
Q2 | $117K | Buy |
2,353
+406
| +21% | +$20.2K | 0.06% | 106 |
|
2014
Q1 | $92K | Hold |
1,947
| – | – | 0.06% | 113 |
|
2013
Q4 | $94K | Sell |
1,947
-448
| -19% | -$21.6K | 0.06% | 118 |
|
2013
Q3 | $100K | Hold |
2,395
| – | – | 0.06% | 115 |
|
2013
Q2 | $98K | Buy |
+2,395
| New | +$98K | 0.07% | 100 |
|