Fortem Financial Group’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,678
| Closed | -$1.45M | – | 194 |
|
|
2022
Q1 | $1.45M | Buy |
16,678
+1,069
| +7% | +$93.1K | 0.64% | 67 |
|
|
2021
Q4 | $1.45M | Buy |
15,609
+489
| +3% | +$45.5K | 0.66% | 57 |
|
|
2021
Q3 | $1.28M | Buy |
15,120
+335
| +2% | +$28.4K | 0.65% | 55 |
|
|
2021
Q2 | $1.22M | Buy |
14,785
+1,703
| +13% | +$140K | 0.62% | 63 |
|
|
2021
Q1 | $1.1M | Buy |
13,082
+16
| +0.1% | +$1.34K | 0.64% | 63 |
|
|
2020
Q4 | $951K | Sell |
13,066
-281
| -2% | -$20.5K | 0.57% | 67 |
|
|
2020
Q3 | $792K | Buy |
13,347
+6,305
| +90% | +$374K | 0.57% | 67 |
|
|
2020
Q2 | $448K | Buy |
+7,042
| New | +$448K | 0.35% | 89 |
|