Dakota Wealth Management’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
Q2 | – | Sell |
-3,085
| Closed | -$449K | – | 733 |
|
|
2024
Q1 | $449K | Sell |
3,085
-16
| -0.5% | -$2.33K | 0.01% | 517 |
|
|
2023
Q4 | $425K | Buy |
+3,101
| New | +$425K | 0.02% | 447 |
|
|
2019
Q1 | – | Sell |
-2,197
| Closed | -$362K | – | 323 |
|
|
2018
Q4 | $362K | Hold |
2,197
| – | – | 0.08% | 195 |
|
|
2018
Q3 | $362K | Buy |
2,197
+12
| +0.5% | +$1.98K | 0.08% | 188 |
|
|
2018
Q2 | $372K | Buy |
+2,185
| New | +$372K | 0.1% | 148 |
|