Foster & Motley’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,730
| Closed | -$709K | – | 373 |
|
2023
Q2 | $709K | Sell |
5,730
-3,196
| -36% | -$395K | 0.05% | 254 |
|
2023
Q1 | $1.07M | Sell |
8,926
-721
| -7% | -$86.2K | 0.09% | 215 |
|
2022
Q4 | $1.4M | Sell |
9,647
-2,037
| -17% | -$295K | 0.12% | 181 |
|
2022
Q3 | $2.06M | Buy |
+11,684
| New | +$2.06M | 0.2% | 135 |
|