Bedel Financial Consulting’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | 755 |
|
|
2020
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 660 |
|
|
2020
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $4K | Sell |
65
-9
| -12% | -$554 | ﹤0.01% | 631 |
|
|
2020
Q1 | $4K | Buy |
74
+9
| +14% | +$486 | ﹤0.01% | 612 |
|
|
2019
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 595 |
|
|
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% | -$1.23K | ﹤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 | +$8K | 0.01% | 503 |
|