Avion Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
65
+14
| +27% | +$1.29K | ﹤0.01% | 598 |
|
|
2025
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $5K | Buy |
51
+8
| +19% | +$784 | ﹤0.01% | 557 |
|
|
2024
Q3 | $3K | Buy |
43
+13
| +43% | +$907 | ﹤0.01% | 641 |
|
|
2024
Q2 | $2K | Buy |
30
+14
| +88% | +$933 | ﹤0.01% | 652 |
|
|
2024
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 770 |
|
|
2023
Q4 | $1K | Sell |
16
-6
| -27% | -$375 | ﹤0.01% | 967 |
|
|
2023
Q3 | $1K | Buy |
22
+8
| +57% | +$364 | ﹤0.01% | 731 |
|
|
2023
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1015 |
|