Evoke Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-644
| Closed | -$40K | – | 1048 |
|
|
2022
Q3 | $40K | Buy |
644
+18
| +3% | +$1.12K | ﹤0.01% | 551 |
|
|
2022
Q2 | $39K | Buy |
626
+519
| +485% | +$32.3K | ﹤0.01% | 546 |
|
|
2022
Q1 | $9K | Sell |
107
-46
| -30% | -$3.87K | ﹤0.01% | 795 |
|
|
2021
Q4 | $14K | Hold |
153
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $13K | Hold |
153
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $13K | Sell |
153
-3
| -2% | -$255 | ﹤0.01% | 716 |
|
|
2021
Q1 | $13K | Buy |
156
+46
| +42% | +$3.83K | ﹤0.01% | 652 |
|
|
2020
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 627 |
|
|
2020
Q3 | $7K | Sell |
110
-180
| -62% | -$11.5K | ﹤0.01% | 611 |
|
|
2020
Q2 | $19K | Buy |
290
+8
| +3% | +$524 | ﹤0.01% | 476 |
|
|
2020
Q1 | $15.2K | Sell |
282
-517
| -65% | -$27.8K | ﹤0.01% | 470 |
|
|
2019
Q4 | $63.7K | Buy |
799
+21
| +3% | +$1.67K | 0.01% | 372 |
|
|
2019
Q3 | $46.5K | Buy |
+778
| New | +$46.5K | 0.01% | 481 |
|