Cassady Schiller Wealth 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
2023 Q1	–	Sell	-38	Closed	-$5.51K	–	480
2022 Q4	$5.51K	Buy	+38	New	+$5.51K	﹤0.01%	360
2022 Q1	–	Sell	-5	Closed	-$1K	–	414
2021 Q4	$1K	Buy	+5	New	+$1K	﹤0.01%	481