WJWM
PBCT
Williams Jones Wealth Management’s People's United Financial Inc PBCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,000
| Closed | -$220K | – | 617 |
|
|
2022
Q1 | $220K | Hold |
11,000
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $196K | Buy |
11,000
+1,000
| +10% | +$17.8K | ﹤0.01% | 466 |
|
|
2021
Q3 | $175K | Hold |
10,000
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $171K | Hold |
10,000
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $179K | Hold |
10,000
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $129K | Sell |
10,000
-233
| -2% | -$3.01K | ﹤0.01% | 449 |
|
|
2020
Q3 | $106K | Hold |
10,233
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $118K | Hold |
10,233
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $113K | Hold |
10,233
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $173K | Hold |
10,233
| – | – | ﹤0.01% | 418 |
|
|
2019
Q3 | $160K | Buy |
+10,233
| New | +$160K | ﹤0.01% | 403 |
|