Evelyn V. Moreno’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-35,920
| Closed | -$2.1M | – | 69 |
|
|
2016
Q1 | $2.1M | Sell |
35,920
-3,580
| -9% | -$209K | 0.81% | 47 |
|
|
2015
Q4 | $2.62M | Sell |
39,500
-100
| -0.3% | -$6.64K | 1.09% | 46 |
|
|
2015
Q3 | $2.66M | Buy |
39,600
+20
| +0.1% | +$1.34K | 1.14% | 46 |
|
|
2015
Q2 | $3.05M | Buy |
39,580
+762
| +2% | +$58.7K | 1.21% | 47 |
|
|
2015
Q1 | $2.85M | Sell |
38,818
-20
| -0.1% | -$1.47K | 1.08% | 49 |
|
|
2014
Q4 | $3.05M | Sell |
38,838
-375
| -1% | -$29.4K | 1.12% | 50 |
|
|
2014
Q3 | $2.89M | Sell |
39,213
-210
| -0.5% | -$15.5K | 1.11% | 49 |
|
|
2014
Q2 | $2.65M | Sell |
39,423
-150
| -0.4% | -$10.1K | 1% | 50 |
|
|
2014
Q1 | $2.75M | Buy |
39,573
+350
| +0.9% | +$24.3K | 1.08% | 50 |
|
|
2013
Q4 | $2.88M | Buy |
+39,223
| New | +$2.88M | 1.19% | 47 |
|