Godshalk Welsh Capital Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,175
| Closed | -$207K | – | 117 |
|
|
2022
Q3 | $207K | Buy |
+1,175
| New | +$207K | 0.15% | 116 |
|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$204K | – | 112 |
|
|
2019
Q2 | $204K | Buy |
+1,200
| New | +$204K | 0.19% | 104 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$204K | – | 112 |
|
|
2018
Q2 | $204K | Hold |
1,200
| – | – | 0.21% | 106 |
|
|
2018
Q1 | $221K | Hold |
1,200
| – | – | 0.24% | 103 |
|
|
2017
Q4 | $205K | Buy |
+1,200
| New | +$205K | 0.21% | 119 |
|
|
2017
Q2 | – | Sell |
-1,550
| Closed | -$240K | – | 129 |
|
|
2017
Q1 | $240K | Hold |
1,550
| – | – | 0.24% | 117 |
|
|
2016
Q4 | $242K | Buy |
+1,550
| New | +$242K | 0.25% | 117 |
|
|
2016
Q1 | – | Sell |
-3,832
| Closed | -$464K | – | 138 |
|
|
2015
Q4 | $464K | Hold |
3,832
| – | – | 0.48% | 86 |
|
|
2015
Q3 | $467K | Sell |
3,832
-355
| -8% | -$43.3K | 0.51% | 79 |
|
|
2015
Q2 | $523K | Sell |
4,187
-960
| -19% | -$120K | 0.53% | 72 |
|
|
2015
Q1 | $654K | Hold |
5,147
| – | – | 0.67% | 60 |
|
|
2014
Q4 | $647K | Buy |
+5,147
| New | +$647K | 0.59% | 65 |
|