Financial Gravity Asset Management’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
2024 Q2	–	Sell	-3	Closed	-$387	–	2129
2024 Q1	$387	Sell	3 -10	-77%	-$1.39K	﹤0.01%	1442
2023 Q4	$1.67K	Buy	13 +6	+86%	+$754	﹤0.01%	1003
2023 Q3	$808	Sell	7 -117	-94%	-$15.3K	﹤0.01%	778
2023 Q2	$2.61K	Buy	124 +4	+3%	+$484	0.01%	596
2023 Q1	$7.13K	Sell	120 -25	-17%	-$3.63K	0.22%	87
2022 Q4	$13.5K	Sell	145 -4,431	-97%	-$729K	0.07%	177
2022 Q3	$11.2K	Buy	4,576 +1,078	+31%	+$191K	0.38%	51
2022 Q2	$10.1K	Buy	3,498 +3,441	+6,037%	+$578K	0.31%	65
2022 Q1	$10	Buy	+57	New	+$10.1K	﹤0.01%	776
2020 Q2	–	Sell	-42	Closed	-$1.86K	–	561
2020 Q1	$1.86K	Sell	42 -14	-25%	-$2.06K	0.01%	409
2019 Q4	$175K	Sell	56 -18	-24%	-$2.92K	0.12%	142
2019 Q3	$12K	Sell	74 -28	-27%	-$4.41K	0.01%	577
2019 Q2	$17K	Buy	102 +61	+149%	+$10.1K	0.01%	505
2019 Q1	$7K	Buy	+41	New	+$6.73K	0.01%	625
2018 Q3	$30K	Buy	187 +184	+6,133%	+$31.9K	0.03%	423
2018 Q2	$0	Sell	3 -3	-50%	-$538	﹤0.01%	1549
2018 Q1	$1K	Buy	+6	New	+$1.12K	﹤0.01%	1204