Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $8.31M | Sell |
48,599
-632
| -1% | -$108K | 3.32% | 11 |
|
|
2017
Q3 | $7.93M | Sell |
49,231
-218
| -0.4% | -$35.1K | 3.25% | 10 |
|
|
2017
Q2 | $8.01M | Buy |
49,449
+4,382
| +10% | +$710K | 2.67% | 8 |
|
|
2017
Q1 | $6.97M | Sell |
45,067
-3
| -0% | -$464 | 2.55% | 11 |
|
|
2016
Q4 | $7.05M | Sell |
45,070
-1,779
| -4% | -$278K | 2.67% | 12 |
|
|
2016
Q3 | $5.44M | Buy |
46,849
+255
| +0.5% | +$29.6K | 2% | 21 |
|
|
2016
Q2 | $5.51M | Sell |
46,594
-65
| -0.1% | -$7.69K | 1.99% | 19 |
|
|
2016
Q1 | $5.18M | Buy |
46,659
+992
| +2% | +$110K | 1.88% | 23 |
|
|
2015
Q4 | $5.53M | Buy |
45,667
+2,303
| +5% | +$279K | 2.15% | 23 |
|
|
2015
Q3 | $5.29M | Buy |
43,364
+1,746
| +4% | +$213K | 2.19% | 21 |
|
|
2015
Q2 | $5.2M | Buy |
41,618
+761
| +2% | +$95.1K | 2.2% | 22 |
|
|
2015
Q1 | $5.19M | Buy |
40,857
+434
| +1% | +$55.1K | 2.21% | 20 |
|
|
2014
Q4 | $5.08M | Buy |
+40,423
| New | +$5.08M | 2.07% | 22 |
|