DFPG Investments’s State Street STT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $829K | Sell |
10,726
-263
| -2% | -$20.3K | 0.06% | 273 |
|
2023
Q3 | $731K | Sell |
10,989
-362
| -3% | -$24.1K | 0.07% | 264 |
|
2023
Q2 | $788K | Sell |
11,351
-170
| -1% | -$11.8K | 0.07% | 275 |
|
2023
Q1 | $872K | Buy |
11,521
+108
| +0.9% | +$8.17K | 0.09% | 226 |
|
2022
Q4 | $940K | Buy |
+11,413
| New | +$940K | 0.15% | 156 |
|