Domani Wealth’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,037
| Closed | -$309K | – | 127 |
|
|
2021
Q1 | $309K | Buy |
+2,037
| New | +$309K | 0.06% | 104 |
|
|
2019
Q4 | – | Sell |
-1,384
| Closed | -$219K | – | 116 |
|
|
2019
Q3 | $219K | Hold |
1,384
| – | – | 0.08% | 104 |
|
|
2019
Q2 | $235K | Hold |
1,384
| – | – | 0.09% | 94 |
|
|
2019
Q1 | $217K | Buy |
+1,384
| New | +$217K | 0.09% | 105 |
|
|
2018
Q4 | – | Sell |
-1,384
| Closed | -$228K | – | 110 |
|
|
2018
Q3 | $228K | Hold |
1,384
| – | – | 0.1% | 93 |
|
|
2018
Q2 | $235K | Hold |
1,384
| – | – | 0.11% | 96 |
|
|
2018
Q1 | $255K | Hold |
1,384
| – | – | 0.11% | 91 |
|
|
2017
Q4 | $237K | Hold |
1,384
| – | – | 0.1% | 92 |
|
|
2017
Q3 | $223K | Hold |
1,384
| – | – | 0.1% | 92 |
|
|
2017
Q2 | $224K | Sell |
1,384
-11
| -0.8% | -$1.78K | 0.09% | 90 |
|
|
2017
Q1 | $216K | Hold |
1,395
| – | – | 0.09% | 93 |
|
|
2016
Q4 | $218K | Sell |
1,395
-482
| -26% | -$75.3K | 0.09% | 95 |
|
|
2016
Q3 | $218K | Buy |
1,877
+129
| +7% | +$15K | 0.08% | 109 |
|
|
2016
Q2 | $207K | Sell |
1,748
-1,359
| -44% | -$161K | 0.08% | 105 |
|
|
2016
Q1 | $345K | Sell |
3,107
-1,630
| -34% | -$181K | 0.13% | 88 |
|
|
2015
Q4 | $574K | Sell |
4,737
-239
| -5% | -$29K | 0.22% | 67 |
|
|
2015
Q3 | $607K | Sell |
4,976
-173
| -3% | -$21.1K | 0.33% | 44 |
|
|
2015
Q2 | $643K | Buy |
5,149
+4,486
| +677% | +$560K | 0.35% | 43 |
|
|
2015
Q1 | $5.22K | Buy |
+663
| New | +$5.22K | 0.08% | 66 |
|