BDO Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $543K | Buy |
7,425
+238
| +3% | +$17.4K | 0.06% | 170 |
|
|
2023
Q1 | $544K | Buy |
7,187
+152
| +2% | +$11.5K | 0.07% | 163 |
|
|
2022
Q4 | $546K | Buy |
7,035
+189
| +3% | +$14.7K | 0.07% | 168 |
|
|
2022
Q3 | $416K | Buy |
6,846
+312
| +5% | +$19K | 0.06% | 186 |
|
|
2022
Q2 | $403K | Sell |
6,534
-65
| -1% | -$4.01K | 0.05% | 191 |
|
|
2022
Q1 | $575K | Buy |
6,599
+291
| +5% | +$25.4K | 0.06% | 172 |
|
|
2021
Q4 | $587K | Sell |
6,308
-17
| -0.3% | -$1.58K | 0.06% | 170 |
|
|
2021
Q3 | $536K | Buy |
6,325
+251
| +4% | +$21.3K | 0.06% | 175 |
|
|
2021
Q2 | $500K | Buy |
6,074
+406
| +7% | +$33.4K | 0.06% | 188 |
|
|
2021
Q1 | $476K | Sell |
5,668
-267
| -4% | -$22.4K | 0.06% | 181 |
|
|
2020
Q4 | $432K | Sell |
5,935
-274
| -4% | -$19.9K | 0.06% | 157 |
|
|
2020
Q3 | $368K | Buy |
6,209
+89
| +1% | +$5.28K | 0.06% | 155 |
|
|
2020
Q2 | $389K | Buy |
6,120
+6,070
| +12,140% | +$386K | 0.07% | 146 |
|
|
2020
Q1 | $3K | Sell |
50
-29
| -37% | -$1.74K | ﹤0.01% | 654 |
|
|
2019
Q4 | $6K | Hold |
79
| – | – | ﹤0.01% | 471 |
|
|
2019
Q3 | $5K | Buy |
79
+29
| +58% | +$1.84K | ﹤0.01% | 505 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 545 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 519 |
|
|
2018
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 511 |
|