Evolution Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 563 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 603 |
|
|
2021
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 538 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 505 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$2K | – | 611 |
|
|
2019
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 599 |
|