Winthrop Partners - WNY’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $316K | Hold |
20,000
| – | – | 0.21% | 85 |
|
2019
Q2 | $299K | Hold |
20,000
| – | – | 0.22% | 86 |
|
2019
Q1 | $293K | Hold |
20,000
| – | – | 0.23% | 84 |
|
2018
Q4 | $268K | Sell |
20,000
-80
| -0.4% | -$1.07K | 0.25% | 81 |
|
2018
Q3 | $368K | Hold |
20,080
| – | – | 0.3% | 78 |
|
2018
Q2 | $357K | Hold |
20,080
| – | – | 0.3% | 81 |
|
2018
Q1 | $369K | Buy |
+20,080
| New | +$369K | 0.28% | 85 |
|