Financial Architects (New Jersey)’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-34
| Closed | -$2K | – | 1308 |
|
|
2019
Q1 | $2K | Sell |
34
-48
| -59% | -$2.82K | ﹤0.01% | 1211 |
|
|
2018
Q4 | $5K | Buy |
82
+63
| +332% | +$3.84K | ﹤0.01% | 1029 |
|
|
2018
Q3 | $2K | Sell |
19
-17
| -47% | -$1.79K | ﹤0.01% | 1195 |
|
|
2018
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 1151 |
|
|
2016
Q4 | – | Sell |
-47
| Closed | -$3K | – | 1448 |
|
|
2016
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 1231 |
|
|
2016
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 1207 |
|
|
2016
Q1 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 964 |
|
|
2015
Q3 | – | Sell |
-28
| Closed | -$2K | – | 800 |
|
|
2015
Q2 | $2K | Sell |
28
-81
| -74% | -$5.79K | ﹤0.01% | 1074 |
|
|
2015
Q1 | $8K | Sell |
109
-17
| -13% | -$1.25K | ﹤0.01% | 766 |
|
|
2014
Q4 | $10K | Buy |
+126
| New | +$10K | ﹤0.01% | 669 |
|