Beaird Harris Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.83K | Buy |
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|
2025
Q2 | $2.66K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.44K | Hold |
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|
2024
Q1 | $4.64K | Hold |
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|
2023
Q4 | $4.65K | Hold |
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|
2023
Q3 | $4.02K | Hold |
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|
2023
Q2 | $4.39K | Hold |
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|
2023
Q1 | $4.54K | Sell |
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|
2022
Q4 | $7.21K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $52K | Buy |
|