Baldwin Wealth Partners’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-400
| Closed | -$63K | – | 523 |
|
|
2016
Q4 | $63K | Hold |
400
| – | – | 0.01% | 270 |
|
|
2016
Q3 | $46K | Hold |
400
| – | – | 0.01% | 306 |
|
|
2016
Q2 | $47K | Hold |
400
| – | – | 0.01% | 275 |
|
|
2016
Q1 | $44K | Buy |
+400
| New | +$44K | 0.01% | 310 |
|
|
2015
Q1 | – | Sell |
-2,295
| Closed | -$288K | – | 255 |
|
|
2014
Q4 | $288K | Buy |
2,295
+410
| +22% | +$51.5K | 0.04% | 202 |
|
|
2014
Q3 | $232K | Buy |
+1,885
| New | +$232K | 0.03% | 231 |
|