Crumly & Associates’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,534
Closed -$429K 115
2022
Q4
$429K Buy
5,534
+1,035
+23% +$80.3K 0.16% 65
2022
Q3
$274K Buy
4,499
+583
+15% +$35.5K 0.11% 92
2022
Q2
$241K Buy
+3,916
New +$241K 0.1% 99