Gratus Capital’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,718
| Closed | -$1.14M | – | 190 |
|
|
2019
Q4 | $1.14M | Sell |
6,718
-515
| -7% | -$87.4K | 0.17% | 106 |
|
|
2019
Q3 | $1.14M | Sell |
7,233
-112
| -2% | -$17.7K | 0.19% | 103 |
|
|
2019
Q2 | $1.25M | Hold |
7,345
| – | – | 0.2% | 99 |
|
|
2019
Q1 | $1.15M | Sell |
7,345
-84
| -1% | -$13.2K | 0.19% | 104 |
|
|
2018
Q4 | $1.06M | Sell |
7,429
-238
| -3% | -$34.1K | 0.22% | 105 |
|
|
2018
Q3 | $1.26M | Sell |
7,667
-186
| -2% | -$30.6K | 0.17% | 94 |
|
|
2018
Q2 | $1.34M | Sell |
7,853
-59
| -0.7% | -$10K | 0.2% | 88 |
|
|
2018
Q1 | $1.46M | Sell |
7,912
-335
| -4% | -$61.8K | 0.21% | 90 |
|
|
2017
Q4 | $1.41M | Hold |
8,247
| – | – | 0.18% | 94 |
|
|
2017
Q3 | $1.33M | Sell |
8,247
-112
| -1% | -$18K | 0.18% | 95 |
|
|
2017
Q2 | $1.35M | Hold |
8,359
| – | – | 0.19% | 93 |
|
|
2017
Q1 | $1.29M | Sell |
8,359
-112
| -1% | -$17.3K | 0.19% | 96 |
|
|
2016
Q4 | $1.33M | Sell |
8,471
-149
| -2% | -$23.3K | 0.2% | 95 |
|
|
2016
Q3 | $1M | Hold |
8,620
| – | – | 0.15% | 105 |
|
|
2016
Q2 | $1.02M | Buy |
+8,620
| New | +$1.02M | 0.15% | 106 |
|