DSA
Droms Strauss Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,015
| Closed | -$1.09M | – | 54 |
|
|
2021
Q1 | $1.09M | Hold |
13,015
| – | – | 0.54% | 21 |
|
|
2020
Q4 | $947K | Hold |
13,015
| – | – | 0.55% | 17 |
|
|
2020
Q3 | $772K | Hold |
13,015
| – | – | 0.46% | 24 |
|
|
2020
Q2 | $827K | Hold |
13,015
| – | – | 0.57% | 18 |
|
|
2020
Q1 | $693K | Buy |
+13,015
| New | +$693K | 0.58% | 23 |
|