Strategic Wealth Partners’s MetLife, Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.625% Non-Cumulative Preferred Stock, Series E MET.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,911
| Closed | -$220K | – | 234 |
|
|
2021
Q2 | $220K | Sell |
7,911
-3,823
| -33% | -$106K | 0.07% | 211 |
|
|
2021
Q1 | $321K | Hold |
11,734
| – | – | 0.13% | 162 |
|
|
2020
Q4 | $332K | Sell |
11,734
-761
| -6% | -$21.5K | 0.14% | 138 |
|
|
2020
Q3 | $342K | Sell |
12,495
-2,078
| -14% | -$56.9K | 0.17% | 118 |
|
|
2020
Q2 | $381K | Sell |
14,573
-1,475
| -9% | -$38.6K | 0.2% | 107 |
|
|
2020
Q1 | $439K | Hold |
16,048
| – | – | 0.23% | 96 |
|
|
2019
Q4 | $439K | Buy |
16,048
+3,875
| +32% | +$106K | 0.23% | 96 |
|
|
2019
Q3 | $335 | Buy |
12,173
+11,415
| +1,506% | +$314 | ﹤0.01% | 232 |
|
|
2019
Q2 | $19K | Buy |
+758
| New | +$19K | 0.01% | 367 |
|