Cetera Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.63M | Buy |
21,018
+17,767
| +547% | +$1.37M | 0.01% | 915 |
|
2023
Q4 | $252K | Buy |
+3,251
| New | +$252K | ﹤0.01% | 1521 |
|
2023
Q3 | – | Sell |
-2,760
| Closed | -$202K | – | 1778 |
|
2023
Q2 | $202K | Sell |
2,760
-703
| -20% | -$51.4K | ﹤0.01% | 1506 |
|
2023
Q1 | $262K | Sell |
3,463
-1,065
| -24% | -$80.6K | ﹤0.01% | 1351 |
|
2022
Q4 | $351K | Buy |
4,528
+469
| +12% | +$36.4K | 0.01% | 1149 |
|
2022
Q3 | $247K | Buy |
4,059
+9
| +0.2% | +$548 | 0.01% | 1049 |
|
2022
Q2 | $250K | Buy |
4,050
+1,758
| +77% | +$109K | 0.01% | 1123 |
|
2022
Q1 | $200K | Buy |
2,292
+16
| +0.7% | +$1.4K | ﹤0.01% | 1307 |
|
2021
Q4 | $212K | Buy |
+2,276
| New | +$212K | ﹤0.01% | 1291 |
|
2020
Q1 | – | Sell |
-2,832
| Closed | -$225K | – | 942 |
|
2019
Q4 | $225K | Buy |
+2,832
| New | +$225K | 0.01% | 823 |
|