Walled Lake Planning & Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,345
| Closed | -$100K | – | 175 |
|
2021
Q3 | $100K | Sell |
2,345
-46
| -2% | -$1.96K | 0.06% | 118 |
|
2021
Q2 | $91K | Hold |
2,391
| – | – | 0.06% | 124 |
|
2021
Q1 | $90K | Buy |
2,391
+2,345
| +5,098% | +$88.3K | 0.06% | 114 |
|
2020
Q4 | $1K | Sell |
46
-405
| -90% | -$8.8K | ﹤0.01% | 301 |
|
2020
Q3 | $10K | Buy |
451
+2
| +0.4% | +$44 | 0.01% | 213 |
|
2020
Q2 | $9K | Buy |
449
+169
| +60% | +$3.39K | 0.01% | 206 |
|
2020
Q1 | $4K | Hold |
280
| – | – | ﹤0.01% | 244 |
|
2019
Q4 | $9K | Buy |
+280
| New | +$9K | 0.01% | 206 |
|