Colonial Trust Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$773 | – | 999 |
|
|
2024
Q1 | $773 | Hold |
10
| – | – | ﹤0.01% | 877 |
|
|
2023
Q4 | $775 | Sell |
10
-2
| -17% | -$155 | ﹤0.01% | 792 |
|
|
2023
Q3 | $804 | Buy |
12
+2
| +20% | +$134 | ﹤0.01% | 790 |
|
|
2023
Q2 | $732 | Hold |
10
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $757 | Sell |
10
-4
| -29% | -$303 | ﹤0.01% | 813 |
|
|
2022
Q4 | $1.09K | Buy |
+14
| New | +$1.09K | ﹤0.01% | 788 |
|