Balasa Dinverno & Foltz’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$217K Buy
2022
Q2
Sell
2022
Q1
$328K Sell
2021
Q4
$364K Buy
2021
Q3
$250K Buy
2021
Q2
$237K Buy
2021
Q1
$236K Buy