Advocacy Wealth Management Services’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-369	Closed	-$29K	–	135
2019 Q4	$29K	Sell	369 -63	-15%	-$4.43K	0.01%	75
2019 Q3	$26K	Hold	432	–	–	0.02%	81
2019 Q2	$24K	Buy	432 +97	+29%	+$6.03K	0.02%	86
2019 Q1	$23K	Buy	335 +134	+67%	+$9.29K	0.03%	76
2018 Q4	$13K	Buy	201 +74	+58%	+$5.3K	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%	-$22.6K	0.01%	145
2017 Q3	$31K	Buy	363 +236	+186%	+$22K	0.01%	99
2017 Q2	$11K	Sell	127 -109	-46%	-$9.07K	﹤0.01%	185
2017 Q1	$19K	Hold	236	–	–	0.01%	157
2016 Q4	$18K	Sell	236 -89	-27%	-$6.7K	0.01%	153
2016 Q3	$23K	Hold	325	–	–	0.01%	196
2016 Q2	$18K	Sell	325 -26	-7%	-$1.55K	0.01%	248
2016 Q1	$21K	Buy	351 +196	+126%	+$11.1K	0.01%	290
2015 Q4	$10K	Buy	+155	New	+$10.8K	0.01%	351
2013 Q3	$70K	Buy	+1,000	New	+$68.4K	0.19%	92