Evolution Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-55
| Closed | -$8K | – | 456 |
|
|
2021
Q3 | $8K | Hold |
55
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $8K | Sell |
55
-24
| -30% | -$3.49K | ﹤0.01% | 457 |
|
|
2020
Q4 | $10K | Hold |
79
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $7K | Sell |
79
-25
| -24% | -$2.22K | ﹤0.01% | 397 |
|
|
2020
Q2 | $11K | Buy |
104
+79
| +316% | +$8.36K | ﹤0.01% | 275 |
|
|
2020
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 286 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$4K | – | 666 |
|
|
2019
Q3 | $4K | Buy |
25
+5
| +25% | +$800 | ﹤0.01% | 320 |
|
|
2019
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 356 |
|