Choice Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $663K | Hold |
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|
2024
Q3 | $597K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $522K | Hold |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $410K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $565K | Hold |
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|
2021
Q4 | $628K | Hold |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $491K | Buy |
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