Braun Stacey Associates’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,000
| Closed | -$355K | – | 157 |
|
|
2016
Q2 | $355K | Hold |
3,000
| – | – | 0.02% | 135 |
|
|
2016
Q1 | $333K | Hold |
3,000
| – | – | 0.02% | 140 |
|
|
2015
Q4 | $364K | Hold |
3,000
| – | – | 0.02% | 128 |
|
|
2015
Q3 | $366K | Sell |
3,000
-1,200
| -29% | -$146K | 0.02% | 128 |
|
|
2015
Q2 | $525K | Buy |
4,200
+1,200
| +40% | +$150K | 0.02% | 232 |
|
|
2015
Q1 | $381K | Buy |
3,000
+600
| +25% | +$76.2K | 0.02% | 127 |
|
|
2014
Q4 | $301K | Hold |
2,400
| – | – | 0.02% | 143 |
|
|
2014
Q3 | $296K | Hold |
2,400
| – | – | 0.02% | 142 |
|
|
2014
Q2 | $298K | Hold |
2,400
| – | – | 0.02% | 139 |
|
|
2014
Q1 | $291K | Hold |
2,400
| – | – | 0.02% | 129 |
|
|
2013
Q4 | $279K | Hold |
2,400
| – | – | 0.02% | 129 |
|
|
2013
Q3 | $269K | Hold |
2,400
| – | – | 0.02% | 127 |
|
|
2013
Q2 | $268K | Buy |
+2,400
| New | +$268K | 0.02% | 140 |
|