Disciplined 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
Q3 | – | Sell |
-47
| Closed | -$3.44K | – | 1359 |
|
2023
Q2 | $3.44K | Sell |
47
-4
| -8% | -$293 | ﹤0.01% | 491 |
|
2023
Q1 | $3.86K | Buy |
51
+3
| +6% | +$227 | ﹤0.01% | 480 |
|
2022
Q4 | $3.72K | Sell |
48
-4
| -8% | -$310 | ﹤0.01% | 443 |
|
2022
Q3 | $3K | Buy |
52
+20
| +63% | +$1.15K | ﹤0.01% | 549 |
|
2022
Q2 | $2K | Sell |
32
-14
| -30% | -$875 | ﹤0.01% | 741 |
|
2022
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 521 |
|