Advocacy Wealth Management Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-369
| Closed | -$29K | – | 135 |
|
|
2019
Q4 | $29K | Sell |
369
-63
| -15% | -$4.95K | 0.01% | 75 |
|
|
2019
Q3 | $26K | Hold |
432
| – | – | 0.02% | 81 |
|
|
2019
Q2 | $24K | Buy |
432
+97
| +29% | +$5.39K | 0.02% | 86 |
|
|
2019
Q1 | $23K | Buy |
335
+134
| +67% | +$9.2K | 0.03% | 76 |
|
|
2018
Q4 | $13K | Buy |
201
+74
| +58% | +$4.79K | 0.01% | 107 |
|
|
2018
Q3 | $11K | Hold |
127
| – | – | 0.01% | 125 |
|
|
2018
Q2 | $12K | Hold |
127
| – | – | 0.01% | 121 |
|
|
2018
Q1 | $13K | Hold |
127
| – | – | 0.01% | 117 |
|
|
2017
Q4 | $12K | Sell |
127
-236
| -65% | -$22.3K | 0.01% | 145 |
|
|
2017
Q3 | $31K | Buy |
363
+236
| +186% | +$20.2K | 0.01% | 99 |
|
|
2017
Q2 | $11K | Sell |
127
-109
| -46% | -$9.44K | ﹤0.01% | 185 |
|
|
2017
Q1 | $19K | Hold |
236
| – | – | 0.01% | 157 |
|
|
2016
Q4 | $18K | Sell |
236
-89
| -27% | -$6.79K | 0.01% | 153 |
|
|
2016
Q3 | $23K | Hold |
325
| – | – | 0.01% | 196 |
|
|
2016
Q2 | $18K | Sell |
325
-26
| -7% | -$1.44K | 0.01% | 248 |
|
|
2016
Q1 | $21K | Buy |
351
+196
| +126% | +$11.7K | 0.01% | 290 |
|
|
2015
Q4 | $10K | Buy |
+155
| New | +$10K | 0.01% | 351 |
|
|
2013
Q3 | $70K | Buy |
+1,000
| New | +$70K | 0.19% | 92 |
|