Financial Architects (New Jersey)’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-238	Closed	-$25K	–	572
2020 Q2	$25K	Buy	238 +3	+1%	+$317	0.01%	512
2020 Q1	$24K	Buy	235 +1	+0.4%	+$147	0.01%	476
2019 Q4	$40K	Buy	234 +2	+0.9%	+$325	0.01%	462
2019 Q3	$37K	Sell	232 -7	-3%	-$1.1K	0.01%	488
2019 Q2	$41K	Sell	239 -436	-65%	-$72.2K	0.01%	548
2019 Q1	$106K	Buy	675 +22	+3%	+$3.61K	0.02%	440
2018 Q4	$94K	Buy	653 +31	+5%	+$4.96K	0.02%	416
2018 Q3	$103K	Sell	622 -8	-1%	-$1.39K	0.02%	463
2018 Q2	$108K	Buy	630 +1	+0.2%	+$179	0.02%	391
2018 Q1	$116K	Sell	629 -23	-4%	-$4.29K	0.02%	425
2017 Q4	$111K	Buy	652 +2	+0.3%	+$332	0.02%	466
2017 Q3	$105K	Sell	650 -27	-4%	-$4.24K	0.02%	492
2017 Q2	$110K	Buy	677 +186	+38%	+$29.3K	0.02%	468
2017 Q1	$76K	Sell	491 -284	-37%	-$46K	0.01%	542
2016 Q4	$121K	Sell	775 -30	-4%	-$4.06K	0.03%	351
2016 Q3	$94K	Buy	805 +75	+10%	+$8.71K	0.03%	410
2016 Q2	$86K	Buy	730 +417	+133%	+$48.4K	0.02%	403
2016 Q1	$35K	Buy	+313	New	+$34K	0.01%	460
2015 Q3	–	Sell	-528	Closed	-$66K	–	650
2015 Q2	$66K	Buy	528 +47	+10%	+$5.79K	0.02%	383
2015 Q1	$61K	Buy	481 +176	+58%	+$21.3K	0.02%	368
2014 Q4	$38K	Buy	305 +2	+0.7%	+$246	0.02%	389
2014 Q3	$37K	Buy	303 +2	+0.7%	+$246	0.02%	355
2014 Q2	$37K	Buy	+301	New	+$36.7K	0.02%	372
2013 Q4	–	Sell	-320	Closed	-$36K	–	403
2013 Q3	$36K	Buy	320 +26	+9%	+$3.01K	0.02%	289
2013 Q2	$33K	Buy	+294	New	+$30.3K	0.02%	285