Gradient Investments’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$151 | – | 932 |
|
|
2024
Q2 | $151 | Sell |
1
-8
| -89% | -$1.17K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $1.31K | Hold |
9
| – | – | ﹤0.01% | 876 |
|
|
2023
Q4 | $1.23K | Hold |
9
| – | – | ﹤0.01% | 1357 |
|
|
2023
Q3 | $1.14K | Sell |
9
-3
| -25% | -$391 | ﹤0.01% | 1327 |
|
|
2023
Q2 | $1.49K | Sell |
12
-3
| -20% | -$363 | ﹤0.01% | 1239 |
|
|
2023
Q1 | $1.79K | Sell |
15
-5
| -25% | -$726 | ﹤0.01% | 1124 |
|
|
2022
Q4 | $2.9K | Buy |
20
+5
| +33% | +$822 | ﹤0.01% | 1032 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | $2K | Buy |
15
+8
| +114% | +$1.34K | ﹤0.01% | 1055 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q2 | $1K | Sell |
7
-14
| -67% | -$2.19K | ﹤0.01% | 1086 |
|
|
2021
Q1 | $3K | Buy |
21
+14
| +200% | +$2.06K | ﹤0.01% | 963 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 990 |
|
|
2020
Q1 | $1K | Sell |
7
-4
| -36% | -$588 | ﹤0.01% | 1019 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 949 |
|
|
2019
Q3 | $2K | Buy |
+11
| New | +$1.73K | ﹤0.01% | 932 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$3K | – | 1031 |
|
|
2018
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 810 |
|
|
2018
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 777 |
|
|
2018
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 749 |
|
|
2017
Q4 | $3K | Buy |
+20
| New | +$3.32K | ﹤0.01% | 765 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 720 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | +$125 | ﹤0.01% | 653 |
|
Other funds holding MTB
