Endurance Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $535K | Hold |
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|
2022
Q4 | $548K | Hold |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $693K | Sell |
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|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $747K | Sell |
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|
2021
Q2 | $791K | Hold |
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|
2021
Q1 | $808K | Hold |
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|
2020
Q4 | $700K | Hold |
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|
2020
Q3 | $570K | Hold |
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|
2020
Q2 | $611K | Hold |
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|
2020
Q1 | $512K | Hold |
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|
2019
Q4 | $761K | Hold |
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|
2019
Q3 | $569K | Sell |
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|
2019
Q2 | $601K | Hold |
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|
2019
Q1 | $705K | Hold |
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|
2018
Q4 | $676K | Hold |
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|
2018
Q3 | $898K | Buy |
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|
2018
Q2 | $904K | Hold |
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|
2018
Q1 | $969K | Hold |
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|
2017
Q4 | $948K | Hold |
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|
2017
Q3 | $928K | Hold |
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|
2017
Q2 | $872K | Hold |
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|
2017
Q1 | $773K | Hold |
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|
2016
Q4 | $755K | Sell |
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|
2016
Q3 | $1.03M | Hold |
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|
2016
Q2 | $772K | Sell |
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|
2016
Q1 | $864 | Hold |
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|
2015
Q4 | $980K | Sell |
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|
2015
Q3 | $1.08M | Hold |
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|
2015
Q2 | $1.2M | Hold |
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|
2015
Q1 | $1.14M | Hold |
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|
2014
Q4 | $1.22M | Hold |
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|
2014
Q3 | $1.15M | Hold |
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|
2014
Q2 | $1.05M | Hold |
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|
2014
Q1 | $1.08M | Sell |
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|
2013
Q4 | $1.15M | Buy |
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|
2013
Q3 | $995K | Hold |
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|
2013
Q2 | $986K | Buy |
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