Financial Gravity Asset Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$387 | – | 2129 |
|
|
2024
Q1 | $387 | Sell |
3
-10
| -77% | -$1.29K | ﹤0.01% | 1442 |
|
|
2023
Q4 | $1.67K | Buy |
13
+6
| +86% | +$771 | ﹤0.01% | 1003 |
|
|
2023
Q3 | $808 | Sell |
7
-117
| -94% | -$13.5K | ﹤0.01% | 778 |
|
|
2023
Q2 | $2.61K | Buy |
124
+4
| +3% | +$84 | 0.01% | 596 |
|
|
2023
Q1 | $7.14K | Sell |
120
-25
| -17% | -$1.49K | 0.22% | 87 |
|
|
2022
Q4 | $13.5K | Sell |
145
-4,431
| -97% | -$412K | 0.07% | 177 |
|
|
2022
Q3 | $11.2K | Buy |
4,576
+1,078
| +31% | +$2.65K | 0.38% | 51 |
|
|
2022
Q2 | $10.1K | Buy |
3,498
+3,441
| +6,037% | +$9.94K | 0.31% | 65 |
|
|
2022
Q1 | $10 | Buy |
+57
| New | +$10 | ﹤0.01% | 776 |
|
|
2020
Q2 | – | Sell |
-42
| Closed | -$1.86K | – | 561 |
|
|
2020
Q1 | $1.86K | Sell |
42
-14
| -25% | -$619 | 0.01% | 409 |
|
|
2019
Q4 | $175K | Sell |
56
-18
| -24% | -$56.3K | 0.12% | 142 |
|
|
2019
Q3 | $12K | Sell |
74
-28
| -27% | -$4.54K | 0.01% | 577 |
|
|
2019
Q2 | $17K | Buy |
102
+61
| +149% | +$10.2K | 0.01% | 505 |
|
|
2019
Q1 | $7K | Buy |
+41
| New | +$7K | 0.01% | 625 |
|
|
2018
Q3 | $30K | Buy |
187
+184
| +6,133% | +$29.5K | 0.03% | 423 |
|
|
2018
Q2 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1549 |
|
|
2018
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1204 |
|