Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Sell |
15
-187
| -93% | -$24.9K | ﹤0.01% | 1487 |
|
|
2021
Q3 | $30K | Buy |
202
+8
| +4% | +$1.19K | ﹤0.01% | 884 |
|
|
2021
Q2 | $28K | Sell |
194
-29
| -13% | -$4.19K | ﹤0.01% | 985 |
|
|
2021
Q1 | $33K | Buy |
223
+39
| +21% | +$5.77K | ﹤0.01% | 873 |
|
|
2020
Q4 | $23K | Buy |
184
+52
| +39% | +$6.5K | ﹤0.01% | 882 |
|
|
2020
Q3 | $12K | Buy |
132
+20
| +18% | +$1.82K | ﹤0.01% | 991 |
|
|
2020
Q2 | $11K | Hold |
112
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q1 | $11K | Sell |
112
-1
| -0.9% | -$98 | ﹤0.01% | 915 |
|
|
2019
Q4 | $19K | Hold |
113
| – | – | ﹤0.01% | 892 |
|
|
2019
Q3 | $17K | Sell |
113
-570
| -83% | -$85.8K | ﹤0.01% | 870 |
|
|
2019
Q2 | $116K | Buy |
683
+8
| +1% | +$1.36K | 0.01% | 470 |
|
|
2019
Q1 | $105K | Buy |
675
+575
| +575% | +$89.4K | 0.01% | 437 |
|
|
2018
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2018
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 772 |
|
|
2018
Q2 | $17K | Sell |
100
-7
| -7% | -$1.19K | ﹤0.01% | 729 |
|
|
2018
Q1 | $19K | Sell |
107
-19
| -15% | -$3.37K | ﹤0.01% | 685 |
|
|
2017
Q4 | $21K | Buy |
126
+13
| +12% | +$2.17K | ﹤0.01% | 646 |
|
|
2017
Q3 | $18K | Hold |
113
| – | – | ﹤0.01% | 687 |
|
|
2017
Q2 | $18K | Buy |
113
+72
| +176% | +$11.5K | ﹤0.01% | 695 |
|
|
2017
Q1 | $6K | Hold |
41
| – | – | ﹤0.01% | 946 |
|
|
2016
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 906 |
|
|
2016
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 992 |
|
|
2016
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 970 |
|
|
2016
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 943 |
|
|
2015
Q4 | $4K | Hold |
41
| – | – | ﹤0.01% | 906 |
|
|
2015
Q3 | $4K | Buy |
41
+5
| +14% | +$488 | ﹤0.01% | 883 |
|
|
2015
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 897 |
|