Dowling & Yahnke’s State Street STT Stock Holding History

Dowling & Yahnke’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$388K	Buy
2022 Q2	$393K	Sell
2022 Q1	$569K	Sell
2021 Q4	$631K	Sell
2021 Q3	$609K	Sell
2021 Q2	$607K	Sell
2021 Q1	$691K	Sell
2020 Q4	$659K	Sell
2020 Q3	$560K	Sell
2020 Q2	$655K	Sell
2020 Q1	$654K	Sell
2019 Q4	$1.15M	Sell
2019 Q3	$881K	Sell
2019 Q2	$934K	Sell
2019 Q1	$1.39M	Sell
2018 Q4	$1.59M	Buy
2018 Q3	$1.8M	Sell
2018 Q2	$2.19M	Buy
2018 Q1	$2.28M	Sell
2017 Q4	$2.24M	Buy
2017 Q3	$2.18M	Sell
2017 Q2	$2.09M	Buy
2017 Q1	$1.82M	Sell
2016 Q4	$1.83M	Sell
2016 Q3	$1.66M	Sell
2016 Q2	$1.31M	Buy
2016 Q1	$1.39M	Sell
2015 Q4	$1.65M	Sell
2015 Q3	$1.88M	Sell
2015 Q2	$2.18M	Buy
2015 Q1	$2.06M	Sell
2014 Q4	$2.23M	Buy
2014 Q3	$2.08M	Sell
2014 Q2	$1.94M	Buy
2014 Q1	$2M	Buy
2013 Q4	$1.96M	Buy
2013 Q3	$1.71M	Buy
2013 Q2	$1.68M	Buy