Castleview Partners’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
Q3 | – | Sell |
-17
| Closed | -$2.05K | – | 737 |
|
|
2023
Q2 | $2.05K | Buy |
17
+1
| +6% | +$120 | ﹤0.01% | 586 |
|
|
2023
Q1 | $1.96K | Hold |
16
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $2.35K | Hold |
16
| – | – | ﹤0.01% | 507 |
|
|
2022
Q3 | $3K | Sell |
16
-2,172
| -99% | -$407K | ﹤0.01% | 502 |
|
|
2022
Q2 | $63.3K | Sell |
2,188
-8
| -0.4% | -$232 | 0.05% | 268 |
|
|
2022
Q1 | $372K | Sell |
2,196
-628,403
| -100% | -$106M | 0.23% | 93 |
|
|
2021
Q4 | $4.11K | Buy |
+630,599
| New | +$4.11K | 0.03% | 182 |
|
|
2021
Q2 | $435K | Buy |
+2,997
| New | +$435K | 0.19% | 108 |
|