Belpointe Asset Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,788
| Closed | -$214K | – | 2293 |
|
2023
Q1 | $214K | Buy |
1,788
+217
| +14% | +$25.9K | 0.01% | 903 |
|
2022
Q4 | $228K | Buy |
1,571
+15
| +1% | +$2.18K | 0.01% | 838 |
|
2022
Q3 | $275K | Buy |
1,556
+39
| +3% | +$6.89K | 0.02% | 718 |
|
2022
Q2 | $242K | Buy |
1,517
+854
| +129% | +$136K | 0.02% | 752 |
|
2022
Q1 | $112K | Buy |
+663
| New | +$112K | 0.01% | 1166 |
|