GA
MTB icon

GoalVest Advisory’s M&T Bank MTB Stock Holding History

GoalVest Advisory’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed -$253 – 453
2023
Q3 		$253 Buy
+2
New +$253 ﹤0.01% 467
2022
Q2 		– Hold
0
– – – 464
2022
Q1 		– Hold
0
– – – 466