Financial Architects (New Jersey)’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-238
| Closed | -$25K | – | 571 |
|
|
2020
Q2 | $25K | Buy |
238
+3
| +1% | +$315 | 0.01% | 511 |
|
|
2020
Q1 | $24K | Buy |
235
+1
| +0.4% | +$102 | 0.01% | 475 |
|
|
2019
Q4 | $40K | Buy |
234
+2
| +0.9% | +$342 | 0.01% | 462 |
|
|
2019
Q3 | $37K | Sell |
232
-7
| -3% | -$1.12K | 0.01% | 481 |
|
|
2019
Q2 | $41K | Sell |
239
-436
| -65% | -$74.8K | 0.01% | 480 |
|
|
2019
Q1 | $106K | Buy |
675
+22
| +3% | +$3.46K | 0.02% | 402 |
|
|
2018
Q4 | $94K | Buy |
653
+31
| +5% | +$4.46K | 0.02% | 382 |
|
|
2018
Q3 | $103K | Sell |
622
-8
| -1% | -$1.33K | 0.02% | 408 |
|
|
2018
Q2 | $108K | Buy |
630
+1
| +0.2% | +$171 | 0.02% | 391 |
|
|
2018
Q1 | $116K | Sell |
629
-23
| -4% | -$4.24K | 0.02% | 381 |
|
|
2017
Q4 | $111K | Buy |
652
+2
| +0.3% | +$340 | 0.02% | 415 |
|
|
2017
Q3 | $105K | Sell |
650
-27
| -4% | -$4.36K | 0.02% | 447 |
|
|
2017
Q2 | $110K | Buy |
677
+186
| +38% | +$30.2K | 0.02% | 421 |
|
|
2017
Q1 | $76K | Sell |
491
-284
| -37% | -$44K | 0.01% | 497 |
|
|
2016
Q4 | $121K | Sell |
775
-30
| -4% | -$4.68K | 0.03% | 350 |
|
|
2016
Q3 | $94K | Buy |
805
+75
| +10% | +$8.76K | 0.03% | 407 |
|
|
2016
Q2 | $86K | Buy |
730
+417
| +133% | +$49.1K | 0.02% | 402 |
|
|
2016
Q1 | $35K | Buy |
+313
| New | +$35K | 0.01% | 452 |
|
|
2015
Q3 | – | Sell |
-528
| Closed | -$66K | – | 625 |
|
|
2015
Q2 | $66K | Buy |
528
+47
| +10% | +$5.88K | 0.02% | 376 |
|
|
2015
Q1 | $61K | Buy |
481
+176
| +58% | +$22.3K | 0.02% | 368 |
|
|
2014
Q4 | $38K | Buy |
305
+2
| +0.7% | +$249 | 0.02% | 389 |
|
|
2014
Q3 | $37K | Buy |
303
+2
| +0.7% | +$244 | 0.02% | 353 |
|
|
2014
Q2 | $37K | Buy |
+301
| New | +$37K | 0.02% | 370 |
|
|
2013
Q4 | – | Sell |
-320
| Closed | -$36K | – | 403 |
|
|
2013
Q3 | $36K | Buy |
320
+26
| +9% | +$2.93K | 0.02% | 289 |
|
|
2013
Q2 | $33K | Buy |
+294
| New | +$33K | 0.02% | 285 |
|