Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73
| Closed | -$13K | – | 750 |
|
|
2024
Q3 | $13K | Hold |
73
| – | – | ﹤0.01% | 452 |
|
|
2024
Q2 | $11.1K | Sell |
73
-43
| -37% | -$6.51K | ﹤0.01% | 672 |
|
|
2024
Q1 | $16.9K | Buy |
+116
| New | +$16.9K | ﹤0.01% | 519 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$4K | – | 1177 |
|
|
2022
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 902 |
|
|
2020
Q4 | – | Sell |
-90
| Closed | -$8K | – | 578 |
|
|
2020
Q3 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 282 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$5K | – | 224 |
|
|
2019
Q4 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 192 |
|