Crewe 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
Q4 | – | Sell |
-56
| Closed | -$4.96K | – | 787 |
|
|
2024
Q3 | $4.96K | Hold |
56
| – | – | ﹤0.01% | 584 |
|
|
2024
Q2 | $4.14K | Sell |
56
-39
| -41% | -$2.89K | ﹤0.01% | 828 |
|
|
2024
Q1 | $7.35K | Buy |
+95
| New | +$7.35K | ﹤0.01% | 667 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$952 | – | 872 |
|
|
2023
Q2 | $952 | Buy |
+13
| New | +$952 | ﹤0.01% | 588 |
|
|
2022
Q4 | – | Sell |
-130
| Closed | -$8K | – | 1249 |
|
|
2022
Q3 | $8K | Buy |
130
+57
| +78% | +$3.51K | ﹤0.01% | 734 |
|
|
2022
Q2 | $5K | Buy |
+73
| New | +$5K | ﹤0.01% | 775 |
|
|
2021
Q3 | – | Sell |
-96
| Closed | -$8K | – | 457 |
|
|
2021
Q2 | $8K | Hold |
96
| – | – | ﹤0.01% | 299 |
|
|
2021
Q1 | $8K | Hold |
96
| – | – | ﹤0.01% | 322 |
|
|
2020
Q4 | $7K | Sell |
96
-58
| -38% | -$4.23K | ﹤0.01% | 311 |
|
|
2020
Q3 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 267 |
|