Goelzer Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,175
| Closed | -$200K | – | 262 |
|
|
2019
Q2 | $200K | Buy |
+1,175
| New | +$200K | 0.02% | 253 |
|
|
2014
Q2 | – | Sell |
-14,463
| Closed | -$1.75M | – | 192 |
|
|
2014
Q1 | $1.75M | Sell |
14,463
-7,390
| -34% | -$896K | 0.31% | 124 |
|
|
2013
Q4 | $2.54M | Sell |
21,853
-1,187
| -5% | -$138K | 0.46% | 98 |
|
|
2013
Q3 | $2.58M | Sell |
23,040
-20,580
| -47% | -$2.3M | 0.53% | 93 |
|
|
2013
Q2 | $4.88M | Buy |
+43,620
| New | +$4.88M | 0.52% | 94 |
|