Bedel Financial Consulting’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-65	Closed	-$6K	–	802
2022 Q1	$6K	Hold	65	–	–	﹤0.01%	750
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	761
2021 Q3	$6K	Hold	65	–	–	﹤0.01%	759
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	787
2021 Q1	$5K	Hold	65	–	–	﹤0.01%	756
2020 Q4	$5K	Hold	65	–	–	﹤0.01%	660
2020 Q3	$4K	Hold	65	–	–	﹤0.01%	656
2020 Q2	$4K	Sell	65 -9	-12%	-$543	﹤0.01%	631
2020 Q1	$4K	Buy	74 +9	+14%	+$625	﹤0.01%	613
2019 Q4	$5K	Hold	65	–	–	﹤0.01%	596
2019 Q3	$4K	Hold	65	–	–	﹤0.01%	598
2019 Q2	$4K	Hold	65	–	–	﹤0.01%	598
2019 Q1	$4K	Hold	65	–	–	﹤0.01%	599
2018 Q4	$4K	Sell	65 -20	-24%	-$1.43K	﹤0.01%	570
2018 Q3	$6K	Hold	85	–	–	﹤0.01%	536
2018 Q2	$8K	Hold	85	–	–	0.01%	509
2018 Q1	$8K	Buy	+85	New	+$8.91K	0.01%	503