Chicago Partners Investment Group’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-400
| Closed | -$65K | – | 684 |
|
|
2018
Q3 | $65K | Buy |
400
+200
| +100% | +$32.5K | 0.01% | 483 |
|
|
2018
Q2 | $34K | Hold |
200
| – | – | 0.01% | 559 |
|
|
2018
Q1 | $37K | Hold |
200
| – | – | 0.01% | 499 |
|
|
2017
Q4 | $34K | Hold |
200
| – | – | 0.01% | 516 |
|
|
2017
Q3 | $32K | Sell |
200
-200
| -50% | -$32K | 0.01% | 517 |
|
|
2017
Q2 | $63K | Buy |
+400
| New | +$63K | 0.02% | 345 |
|
|
2017
Q1 | – | Sell |
-16
| Closed | -$3K | – | 578 |
|
|
2016
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 490 |
|