Baltimore-Washington Financial Advisors’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,669	Closed	-$283K	–	122
2019 Q4	$283K	Hold	1,669	–	–	0.04%	103
2019 Q3	$263K	Hold	1,669	–	–	0.04%	105
2019 Q2	$284K	Sell	1,669 -330	-17%	-$54.7K	0.05%	96
2019 Q1	$313K	Buy	+1,999	New	+$328K	0.05%	92
2015 Q4	–	Sell	-669	Closed	-$81K	–	196
2015 Q3	$81K	Hold	669	–	–	0.03%	112
2015 Q2	$83K	Hold	669	–	–	0.02%	113
2015 Q1	$85K	Hold	669	–	–	0.02%	115
2014 Q4	$84K	Hold	669	–	–	0.03%	120
2014 Q3	$83K	Sell	669 -150	-18%	-$18.5K	0.03%	121
2014 Q2	$102K	Buy	819 +150	+22%	+$18.3K	0.03%	128
2014 Q1	$81K	Sell	669 -150	-18%	-$17.3K	0.03%	118
2013 Q4	$95K	Hold	819	–	–	0.03%	130
2013 Q3	$92K	Buy	819 +150	+22%	+$17.4K	0.04%	98
2013 Q2	$75K	Buy	+669	New	+$69K	0.03%	98