Coppell Advisory Solutions’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-426
| Closed | -$41.9K | – | 1663 |
|
|
2024
Q4 | $41.9K | Buy |
426
+412
| +2,943% | +$40.5K | 0.01% | 641 |
|
|
2024
Q3 | $1.24K | Hold |
14
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q2 | $1.04K | Buy |
+14
| New | +$1.04K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $1.08K | Buy |
+14
| New | +$1.08K | ﹤0.01% | 1399 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$1.02K | – | 1520 |
|
|
2023
Q2 | $1.02K | Buy |
+14
| New | +$1.02K | ﹤0.01% | 1140 |
|