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Compass Ion Advisors’s M&T Bank MTB Stock Holding History

Compass Ion Advisors’s Portfolio MTB Stock Details MTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,135
Closed -$293K – 239
2023
Q4 		$293K Sell
2,135
-10
-0.5% -$1.37K 0.05% 191
2023
Q3 		$271K Buy
+2,145
New +$271K 0.05% 193