CSat Investment Advisory’s State Street STT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $28K | Buy |
332
+19
| +6% | +$1.6K | 0.02% | 322 |
|
2020
Q4 | $23K | Sell |
313
-923
| -75% | -$67.8K | 0.02% | 308 |
|
2020
Q3 | $73K | Buy |
1,236
+83
| +7% | +$4.9K | 0.01% | 587 |
|
2020
Q2 | $73K | Sell |
1,153
-52
| -4% | -$3.29K | 0.01% | 586 |
|
2020
Q1 | $64K | Buy |
1,205
+116
| +11% | +$6.16K | 0.01% | 461 |
|
2019
Q4 | $86K | Buy |
1,089
+25
| +2% | +$1.97K | 0.02% | 398 |
|
2019
Q3 | $63K | Buy |
1,064
+120
| +13% | +$7.11K | 0.02% | 427 |
|
2019
Q2 | $53K | Buy |
944
+779
| +472% | +$43.7K | 0.02% | 483 |
|
2019
Q1 | $11K | Hold |
165
| – | – | 0.01% | 424 |
|
2018
Q4 | $10K | Buy |
165
+92
| +126% | +$5.58K | 0.01% | 413 |
|
2018
Q3 | $6K | Buy |
73
+26
| +55% | +$2.14K | ﹤0.01% | 451 |
|
2018
Q2 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 490 |
|