CMBA
C.M. Bidwell & Associates’s State Street STT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-753
| Closed | -$64K | – | 631 |
|
2021
Q3 | $64K | Buy |
+753
| New | +$64K | 0.04% | 280 |
|
2020
Q1 | – | Sell |
-9,155
| Closed | -$724K | – | 451 |
|
2019
Q4 | $724K | Buy |
+9,155
| New | +$724K | 0.65% | 27 |
|
2017
Q1 | – | Sell |
-52,250
| Closed | -$4.06M | – | 286 |
|
2016
Q4 | $4.06M | Hold |
52,250
| – | – | 0.96% | 41 |
|
2016
Q3 | $3.64M | Buy |
+52,250
| New | +$3.64M | 0.87% | 68 |
|