Altium Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,653
| Closed | -$240K | – | 295 |
|
|
2019
Q1 | $240K | Sell |
3,653
-122
| -3% | -$8.02K | 0.04% | 237 |
|
|
2018
Q4 | $238K | Sell |
3,775
-871
| -19% | -$54.9K | 0.05% | 228 |
|
|
2018
Q3 | $389K | Sell |
4,646
-250
| -5% | -$20.9K | 0.07% | 184 |
|
|
2018
Q2 | $456K | Buy |
4,896
+2,820
| +136% | +$263K | 0.12% | 128 |
|
|
2018
Q1 | $207K | Buy |
+2,076
| New | +$207K | 0.08% | 156 |
|