CPA
Clear Perspective Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-44
| Closed | -$7K | – | 332 |
|
|
2018
Q2 | $7K | Hold |
44
| – | – | ﹤0.01% | 396 |
|
|
2018
Q1 | $8K | Hold |
44
| – | – | 0.01% | 374 |
|
|
2017
Q4 | $8K | Hold |
44
| – | – | 0.01% | 358 |
|
|
2017
Q3 | $7K | Hold |
44
| – | – | 0.01% | 366 |
|
|
2017
Q2 | $7K | Hold |
44
| – | – | 0.01% | 368 |
|
|
2017
Q1 | $7K | Hold |
44
| – | – | ﹤0.01% | 335 |
|
|
2016
Q4 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 332 |
|