Delos Wealth 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
Q1 | – | Sell |
-9
| Closed | -$698 | – | 454 |
|
|
2023
Q4 | $698 | Hold |
9
| – | – | ﹤0.01% | 222 |
|
|
2023
Q3 | $619 | Hold |
9
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $659 | Hold |
9
| – | – | ﹤0.01% | 258 |
|
|
2023
Q1 | $682 | Hold |
9
| – | – | ﹤0.01% | 261 |
|
|
2022
Q4 | $698 | Hold |
9
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 274 |
|