FAM
Foothills Asset Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.6M | Sell |
30,015
-3,100
| -9% | -$165K | 1.39% | 29 |
|
|
2019
Q4 | $2.62M | Buy |
33,115
+310
| +0.9% | +$24.5K | 1.87% | 21 |
|
|
2019
Q3 | $1.94M | Buy |
+32,805
| New | +$1.94M | 1.47% | 35 |
|
|
2014
Q1 | – | Sell |
-31,030
| Closed | -$2.28M | – | 54 |
|
|
2013
Q4 | $2.28M | Buy |
+31,030
| New | +$2.28M | 1.89% | 25 |
|