Beaird Harris Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66K | Buy |
+25
| New | +$2.66K | ﹤0.01% | 473 |
|
|
2024
Q3 | – | Sell |
-60
| Closed | -$4.44K | – | 709 |
|
|
2024
Q2 | $4.44K | Hold |
60
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $4.64K | Hold |
60
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $4.65K | Hold |
60
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $4.02K | Hold |
60
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $4.39K | Hold |
60
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $4.54K | Sell |
60
-33
| -35% | -$2.5K | ﹤0.01% | 325 |
|
|
2022
Q4 | $7.21K | Buy |
93
+33
| +55% | +$2.56K | ﹤0.01% | 366 |
|
|
2022
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 361 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$5K | – | 586 |
|
|
2022
Q1 | $5K | Sell |
60
-500
| -89% | -$41.7K | ﹤0.01% | 430 |
|
|
2021
Q4 | $52K | Buy |
+560
| New | +$52K | 0.02% | 231 |
|