ACG Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $435K | Hold |
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|
2019
Q3 | $326K | Hold |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $364K | Sell |
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|
2018
Q4 | $352K | Sell |
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|
2018
Q3 | $470K | Hold |
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|
2018
Q2 | $523K | Hold |
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|
2018
Q1 | $560K | Buy |
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|
2017
Q4 | $547K | Buy |
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|
2017
Q3 | $525K | Hold |
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|
2017
Q2 | $494K | Hold |
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|
2017
Q1 | $438K | Buy |
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