Bennett Selby Investments’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,018
| Closed | -$223K | – | 76 |
|
|
2024
Q2 | $223K | Sell |
3,018
-2,462
| -45% | -$182K | 0.1% | 67 |
|
|
2024
Q1 | $424K | Buy |
+5,480
| New | +$424K | 0.2% | 51 |
|
|
2023
Q4 | – | Sell |
-3,900
| Closed | -$261K | – | 62 |
|
|
2023
Q3 | $261K | Sell |
3,900
-200
| -5% | -$13.4K | 0.15% | 52 |
|
|
2023
Q2 | $300K | Buy |
+4,100
| New | +$300K | 0.17% | 48 |
|