AWM
Atticus Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$2.01K | – | 607 |
|
|
2023
Q3 | $2.01K | Hold |
30
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $2.2K | Hold |
30
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $2.27K | Hold |
30
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $2.33K | Hold |
30
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 544 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 510 |
|
|
2020
Q1 | – | Sell |
-17
| Closed | -$1K | – | 413 |
|
|
2019
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 355 |
|