Exencial Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $3.16M | Buy |
|
|||||
|
2018
Q2 | $3.26M | Buy |
|
|||||
|
2018
Q1 | $3.34M | Sell |
|
|||||
|
2017
Q4 | $3.3M | Buy |
|
|||||
|
2017
Q3 | $3.16M | Buy |
|
|||||
|
2017
Q2 | $2.94M | Buy |
|
|||||
|
2017
Q1 | $2.45M | Sell |
|
|||||
|
2016
Q4 | $2.62M | Sell |
|
|||||
|
2016
Q3 | $2.44M | Sell |
|
|||||
|
2016
Q2 | $2.08M | Sell |
|
|||||
|
2016
Q1 | $2.5M | Buy |
|
|||||
|
2015
Q4 | $2.5M | Buy |
|
|||||
|
2015
Q3 | $2.83M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $3.21M | Buy |
|
|||||
|
2014
Q4 | $3.05M | Sell |
|
|||||
|
2014
Q3 | $2.99M | Sell |
|
|||||
|
2014
Q2 | $2.78M | Buy |
|
|||||
|
2014
Q1 | $2.65M | Buy |
|
|||||
|
2013
Q4 | $2.89M | Buy |
|
|||||
|
2013
Q3 | $2.51M | Sell |
|
|||||
|
2013
Q2 | $2.48M | Buy |
|