Destination Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-760
| Closed | -$43K | – | 450 |
|
|
2019
Q2 | $43K | Hold |
760
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $50K | Sell |
760
-51
| -6% | -$3.36K | ﹤0.01% | 263 |
|
|
2018
Q4 | $51K | Hold |
811
| – | – | ﹤0.01% | 254 |
|
|
2018
Q3 | $68K | Hold |
811
| – | – | ﹤0.01% | 250 |
|
|
2018
Q2 | $75K | Buy |
811
+680
| +519% | +$62.9K | ﹤0.01% | 218 |
|
|
2018
Q1 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 428 |
|