Capital Wealth Planning’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Hold |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $220K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $396K | Hold |
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|
2018
Q1 | $424K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $459K | Sell |
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|
2017
Q2 | $449K | Hold |
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|
2017
Q1 | $398K | Hold |
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|
2016
Q4 | $389K | Hold |
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|
2016
Q3 | $348K | Hold |
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|
2016
Q2 | $269K | Hold |
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|
2016
Q1 | $293K | Hold |
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|
2015
Q4 | $332K | Hold |
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|
2015
Q3 | $336K | Hold |
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|
2015
Q2 | $385K | Hold |
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|
2015
Q1 | $368K | Hold |
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|
2014
Q4 | $393K | Hold |
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|
2014
Q3 | $368K | Hold |
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|
2014
Q2 | $336K | Buy |
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