Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $143K | Buy |
1,043
+210
| +25% | +$28.8K | 0.01% | 239 |
|
|
2023
Q3 | $105K | Buy |
833
+9
| +1% | +$1.14K | 0.01% | 249 |
|
|
2023
Q2 | $102K | Buy |
824
+9
| +1% | +$1.12K | 0.01% | 252 |
|
|
2023
Q1 | $97.6K | Buy |
815
+8
| +1% | +$958 | 0.01% | 253 |
|
|
2022
Q4 | $117K | Buy |
807
+7
| +0.9% | +$1.02K | 0.01% | 240 |
|
|
2022
Q3 | $141K | Buy |
800
+5
| +0.6% | +$881 | 0.01% | 199 |
|
|
2022
Q2 | $127K | Buy |
+795
| New | +$127K | 0.01% | 214 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 836 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 790 |
|
|
2019
Q3 | – | Sell |
-267
| Closed | -$46K | – | 617 |
|
|
2019
Q2 | $46K | Buy |
267
+1
| +0.4% | +$172 | 0.01% | 222 |
|
|
2019
Q1 | $44K | Buy |
266
+2
| +0.8% | +$331 | 0.01% | 226 |
|
|
2018
Q4 | $44K | Buy |
264
+2
| +0.8% | +$333 | 0.01% | 217 |
|
|
2018
Q3 | $44K | Buy |
262
+1
| +0.4% | +$168 | 0.01% | 219 |
|
|
2018
Q2 | $45K | Sell |
261
-44
| -14% | -$7.59K | 0.01% | 201 |
|
|
2018
Q1 | $56K | Buy |
305
+260
| +578% | +$47.7K | 0.01% | 181 |
|
|
2017
Q4 | $8K | Hold |
45
| – | – | ﹤0.01% | 388 |
|
|
2017
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 381 |
|
|
2017
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 371 |
|
|
2017
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 366 |
|