Charter Oak Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-74
| Closed | -$12K | – | 602 |
|
2022
Q2 | $12K | Buy |
+74
| New | +$12K | ﹤0.01% | 562 |
|
2022
Q1 | – | Sell |
-82
| Closed | -$13K | – | 1005 |
|
2021
Q4 | $13K | Hold |
82
| – | – | ﹤0.01% | 583 |
|
2021
Q3 | $12K | Hold |
82
| – | – | ﹤0.01% | 549 |
|
2021
Q2 | $12K | Hold |
82
| – | – | ﹤0.01% | 546 |
|
2021
Q1 | $12K | Buy |
+82
| New | +$12K | ﹤0.01% | 518 |
|