Douglas Lane & Associates’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,035
| Closed | -$212K | – | 208 |
|
|
2020
Q2 | $212K | Sell |
2,035
-99
| -5% | -$10.3K | ﹤0.01% | 196 |
|
|
2020
Q1 | $221K | Sell |
2,134
-1,799
| -46% | -$186K | 0.01% | 184 |
|
|
2019
Q4 | $668K | Sell |
3,933
-200
| -5% | -$34K | 0.01% | 156 |
|
|
2019
Q3 | $653K | Hold |
4,133
| – | – | 0.01% | 156 |
|
|
2019
Q2 | $703K | Sell |
4,133
-800
| -16% | -$136K | 0.01% | 157 |
|
|
2019
Q1 | $775K | Sell |
4,933
-1,595
| -24% | -$251K | 0.02% | 156 |
|
|
2018
Q4 | $934K | Buy |
+6,528
| New | +$934K | 0.02% | 143 |
|