SWP
Summit Wealth Partners’s Huntington Bancshares HBAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-31,497
| Closed | -$449K | – | 151 |
|
|
2021
Q2 | $449K | Sell |
31,497
-626
| -2% | -$8.93K | 0.11% | 97 |
|
|
2021
Q1 | $505K | Sell |
32,123
-898
| -3% | -$14.1K | 0.13% | 90 |
|
|
2020
Q4 | $417K | Hold |
33,021
| – | – | 0.11% | 96 |
|
|
2020
Q3 | $303K | Buy |
33,021
+636
| +2% | +$5.83K | 0.09% | 118 |
|
|
2020
Q2 | $293K | Buy |
32,385
+1,959
| +6% | +$17.7K | 0.09% | 113 |
|
|
2020
Q1 | $250K | Hold |
30,426
| – | – | 0.1% | 95 |
|
|
2019
Q4 | $459K | Buy |
+30,426
| New | +$459K | 0.16% | 68 |
|