Gradient Investments’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$666 | – | 1164 |
|
|
2024
Q2 | $666 | Hold |
9
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q1 | $696 | Sell |
9
-34
| -79% | -$2.63K | ﹤0.01% | 969 |
|
|
2023
Q4 | $3.33K | Buy |
43
+34
| +378% | +$2.63K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $603 | Hold |
9
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q2 | $659 | Buy |
+9
| New | +$659 | ﹤0.01% | 1482 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$310 | – | 1632 |
|
|
2022
Q4 | $310 | Buy |
+4
| New | +$310 | ﹤0.01% | 1341 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$3K | – | 1374 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 993 |
|
|
2021
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 979 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | -$2K | – | 1128 |
|
|
2018
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 842 |
|
|
2017
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 831 |
|
|
2014
Q2 | – | Sell |
-130
| Closed | -$9K | – | 564 |
|
|
2014
Q1 | $9K | Buy |
130
+66
| +103% | +$4.57K | ﹤0.01% | 354 |
|
|
2013
Q4 | $5K | Sell |
64
-45
| -41% | -$3.52K | ﹤0.01% | 437 |
|
|
2013
Q3 | $7K | Buy |
109
+45
| +70% | +$2.89K | ﹤0.01% | 316 |
|
|
2013
Q2 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 324 |
|