1620 Investment Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Hold |
519
| – | – | 0.04% | 295 |
|
|
2025
Q1 | $46.5K | Hold |
519
| – | – | 0.04% | 307 |
|
|
2024
Q4 | $50.9K | Sell |
519
-600
| -54% | -$58.9K | 0.04% | 298 |
|
|
2024
Q3 | $99K | Sell |
1,119
-335
| -23% | -$29.6K | 0.07% | 228 |
|
|
2024
Q2 | $108K | Buy |
+1,454
| New | +$108K | 0.08% | 209 |
|
|
2023
Q4 | – | Sell |
-34,531
| Closed | -$668K | – | 153 |
|
|
2023
Q3 | $668K | Buy |
+34,531
| New | +$668K | 0.76% | 37 |
|