Edge Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-15
| Closed | -$2K | – | 315 |
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 427 |
|
2021
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 442 |
|
2020
Q1 | – | Sell |
-159
| Closed | -$27K | – | 653 |
|
2019
Q4 | $27K | Hold |
159
| – | – | 0.01% | 308 |
|
2019
Q3 | $25K | Hold |
159
| – | – | 0.01% | 311 |
|
2019
Q2 | $27K | Hold |
159
| – | – | 0.01% | 307 |
|
2019
Q1 | $25K | Hold |
159
| – | – | 0.01% | 303 |
|
2018
Q4 | $23K | Hold |
159
| – | – | 0.01% | 315 |
|
2018
Q3 | $26K | Hold |
159
| – | – | 0.01% | 332 |
|
2018
Q2 | $27K | Hold |
159
| – | – | 0.01% | 315 |
|
2018
Q1 | $29K | Hold |
159
| – | – | 0.01% | 267 |
|
2017
Q4 | $27K | Hold |
159
| – | – | 0.01% | 283 |
|
2017
Q3 | $26K | Hold |
159
| – | – | 0.01% | 285 |
|
2017
Q2 | $26K | Hold |
159
| – | – | 0.01% | 274 |
|
2017
Q1 | $25K | Hold |
159
| – | – | 0.01% | 269 |
|
2016
Q4 | $25K | Hold |
159
| – | – | 0.01% | 246 |
|
2016
Q3 | $18K | Hold |
159
| – | – | 0.01% | 276 |
|
2016
Q2 | $19K | Buy |
+159
| New | +$19K | 0.01% | 256 |
|