Eagle Ridge Investment Management’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
Q2 | – | Sell |
-47,970
| Closed | -$4.96M | – | 127 |
|
|
2020
Q1 | $4.96M | Buy |
47,970
+1,333
| +3% | +$138K | 0.86% | 44 |
|
|
2019
Q4 | $7.92M | Buy |
46,637
+632
| +1% | +$107K | 1.06% | 43 |
|
|
2019
Q3 | $7.27M | Buy |
46,005
+69
| +0.2% | +$10.9K | 1.05% | 43 |
|
|
2019
Q2 | $7.81M | Buy |
45,936
+682
| +2% | +$116K | 1.13% | 34 |
|
|
2019
Q1 | $7.11M | Buy |
45,254
+18
| +0% | +$2.83K | 1.04% | 38 |
|
|
2018
Q4 | $6.48M | Sell |
45,236
-16
| -0% | -$2.29K | 1.1% | 38 |
|
|
2018
Q3 | $7.45M | Sell |
45,252
-152
| -0.3% | -$25K | 1.07% | 37 |
|
|
2018
Q2 | $7.73M | Buy |
45,404
+562
| +1% | +$95.6K | 1.17% | 36 |
|
|
2018
Q1 | $8.27M | Buy |
44,842
+415
| +0.9% | +$76.5K | 1.28% | 31 |
|
|
2017
Q4 | $7.6M | Buy |
44,427
+987
| +2% | +$169K | 1.17% | 35 |
|
|
2017
Q3 | $7M | Buy |
43,440
+165
| +0.4% | +$26.6K | 1.16% | 36 |
|
|
2017
Q2 | $7.01M | Buy |
43,275
+1,403
| +3% | +$227K | 1.33% | 33 |
|
|
2017
Q1 | $6.48M | Buy |
41,872
+1,387
| +3% | +$215K | 1.27% | 33 |
|
|
2016
Q4 | $6.33M | Sell |
40,485
-15
| -0% | -$2.35K | 1.32% | 28 |
|
|
2016
Q3 | $4.7M | Buy |
40,500
+525
| +1% | +$61K | 1.04% | 55 |
|
|
2016
Q2 | $4.73M | Buy |
+39,975
| New | +$4.73M | 1.08% | 51 |
|