Aviso Wealth Management’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,753	Closed	-$265K	–	157
2024 Q2	$265K	Sell	1,753 -3,295	-65%	-$499K	0.16%	117
2024 Q1	$734K	Buy	5,048 +368	+8%	+$53.5K	0.46%	55
2023 Q4	$642K	Buy	+4,680	New	+$642K	0.46%	56