Arkadios Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,312
+64
| +5% | +$12.4K | 0.01% | 1087 |
|
|
2025
Q1 | $223K | Buy |
+1,248
| New | +$223K | 0.01% | 1004 |
|
|
2021
Q4 | – | Sell |
-1,516
| Closed | -$226K | – | 1314 |
|
|
2021
Q3 | $226K | Sell |
1,516
-1
| -0.1% | -$149 | 0.03% | 476 |
|
|
2021
Q2 | $220K | Buy |
1,517
+1,516
| +151,600% | +$220K | 0.03% | 510 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1434 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$4.03K | – | 1069 |
|
|
2020
Q1 | $4.03K | Sell |
39
-10
| -20% | -$1.03K | ﹤0.01% | 829 |
|
|
2019
Q4 | $8.36K | Buy |
+49
| New | +$8.36K | 0.01% | 623 |
|