YorkBridge Wealth Partners’s Fifth Third Bancorp FITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,720
| Closed | -$76K | – | 341 |
|
|
2019
Q2 | $76K | Hold |
2,720
| – | – | 0.03% | 330 |
|
|
2019
Q1 | $69K | Hold |
2,720
| – | – | 0.03% | 332 |
|
|
2018
Q4 | $64K | Hold |
2,720
| – | – | 0.03% | 306 |
|
|
2018
Q3 | $76K | Sell |
2,720
-2,720
| -50% | -$76K | 0.03% | 313 |
|
|
2018
Q2 | $156K | Hold |
5,440
| – | – | 0.07% | 204 |
|
|
2018
Q1 | $175K | Hold |
5,440
| – | – | 0.08% | 193 |
|
|
2017
Q4 | $172K | Sell |
5,440
-376
| -6% | -$11.9K | 0.08% | 191 |
|
|
2017
Q3 | $163K | Hold |
5,816
| – | – | 0.08% | 200 |
|
|
2017
Q2 | $154K | Hold |
5,816
| – | – | 0.08% | 199 |
|
|
2017
Q1 | $142K | Buy |
5,816
+298
| +5% | +$7.28K | 0.07% | 198 |
|
|
2016
Q4 | $144K | Buy |
+5,518
| New | +$144K | 0.09% | 188 |
|