FWM
FSA Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$36K | – | 211 |
|
|
2020
Q4 | $36K | Buy |
+500
| New | +$36K | 0.02% | 154 |
|
|
2020
Q3 | – | Sell |
-524
| Closed | -$33K | – | 315 |
|
|
2020
Q2 | $33K | Hold |
524
| – | – | 0.02% | 152 |
|
|
2020
Q1 | $28K | Hold |
524
| – | – | 0.02% | 148 |
|
|
2019
Q4 | $41K | Buy |
+524
| New | +$41K | 0.03% | 149 |
|