Aaron Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
2,647
+304
| +13% | +$32.3K | 0.03% | 374 |
|
|
2025
Q1 | $210K | Sell |
2,343
-77
| -3% | -$6.89K | 0.02% | 425 |
|
|
2024
Q4 | $238K | Buy |
+2,420
| New | +$238K | 0.03% | 379 |
|
|
2022
Q2 | – | Sell |
-42,775
| Closed | -$491K | – | 759 |
|
|
2022
Q1 | $491K | Buy |
+42,775
| New | +$491K | 0.01% | 522 |
|