Essex Savings Bank’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $363K | Hold |
|
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $285K | Hold |
|
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $339K | Hold |
|
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|
2021
Q4 | $363K | Hold |
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|
2021
Q3 | $363K | Hold |
|
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $305K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $78K | Buy |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $57K | Buy |
|