Baltimore-Washington Financial Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$56.2K | 0.05% | 96 |
|
|
2019
Q1 | $313K | Buy |
+1,999
| New | +$313K | 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% | -$18.6K | 0.03% | 121 |
|
|
2014
Q2 | $102K | Buy |
819
+150
| +22% | +$18.7K | 0.03% | 128 |
|
|
2014
Q1 | $81K | Sell |
669
-150
| -18% | -$18.2K | 0.03% | 118 |
|
|
2013
Q4 | $95K | Hold |
819
| – | – | 0.03% | 130 |
|
|
2013
Q3 | $92K | Buy |
819
+150
| +22% | +$16.9K | 0.04% | 98 |
|
|
2013
Q2 | $75K | Buy |
+669
| New | +$75K | 0.03% | 98 |
|