First Personal Financial Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21
| Closed | -$2K | – | 496 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 382 |
|
|
2019
Q3 | $1K | Buy |
21
+2
| +11% | +$95 | ﹤0.01% | 505 |
|
|
2019
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 755 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | – | – | 901 |
|
|
2018
Q1 | $0 | Sell |
5
-105
| -95% | – | ﹤0.01% | 1071 |
|
|
2017
Q4 | $11K | Buy |
110
+60
| +120% | +$6K | ﹤0.01% | 771 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 781 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 814 |
|
|
2016
Q4 | $4K | Buy |
50
+30
| +150% | +$2.4K | ﹤0.01% | 845 |
|
|
2016
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 785 |
|