FAM
Flaharty Asset Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,644
| Closed | -$275K | – | 80 |
|
|
2019
Q3 | $275K | Hold |
4,644
| – | – | 0.1% | 60 |
|
|
2019
Q2 | $260K | Hold |
4,644
| – | – | 0.1% | 60 |
|
|
2019
Q1 | $306K | Hold |
4,644
| – | – | 0.12% | 67 |
|
|
2018
Q4 | $293K | Sell |
4,644
-200
| -4% | -$12.6K | 0.13% | 67 |
|
|
2018
Q3 | $414K | Hold |
4,844
| – | – | 0.16% | 51 |
|
|
2018
Q2 | $451K | Buy |
+4,844
| New | +$451K | 0.18% | 46 |
|