Golden State Wealth 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
2025 Q2	$31.4K	Buy	162 +155	+2,214%	+$30.1K	﹤0.01%	757
2025 Q1	$1.25K	Buy	+7	New	+$1.25K	﹤0.01%	1392
2020 Q2	–	Sell	-47	Closed	-$5K	–	625
2020 Q1	$5K	Buy	+47	New	+$5K	﹤0.01%	745