BOK Financial Private Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$76.3K | – | 447 |
|
|
2023
Q1 | $76.3K | Hold |
1,000
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $78.2K | Hold |
1,000
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $61K | Hold |
1,000
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $62K | Sell |
1,000
-2,050
| -67% | -$127K | 0.01% | 236 |
|
|
2022
Q1 | $266K | Buy |
3,050
+366
| +14% | +$31.9K | 0.02% | 255 |
|
|
2021
Q4 | $250K | Buy |
+2,684
| New | +$250K | 0.02% | 254 |
|