Claro Advisors’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
Q2 | – | Sell |
-3,068
| Closed | -$367K | – | 391 |
|
|
2023
Q1 | $367K | Buy |
3,068
+360
| +13% | +$43K | 0.11% | 219 |
|
|
2022
Q4 | $393K | Buy |
2,708
+754
| +39% | +$109K | 0.13% | 196 |
|
|
2022
Q3 | $311K | Hold |
1,954
| – | – | 0.12% | 188 |
|
|
2022
Q2 | $311K | Buy |
+1,954
| New | +$311K | 0.12% | 188 |
|
|
2019
Q1 | – | Sell |
-304
| Closed | -$50K | – | 648 |
|
|
2018
Q4 | $50K | Buy |
+304
| New | +$50K | 0.04% | 334 |
|