Graves Light Lenhart Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,266
| Closed | -$78K | – | 537 |
|
|
2022
Q2 | $78K | Hold |
1,266
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $110K | Hold |
1,266
| – | – | 0.02% | 251 |
|
|
2021
Q4 | $118K | Hold |
1,266
| – | – | 0.02% | 267 |
|
|
2021
Q3 | $107K | Hold |
1,266
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $104K | Hold |
1,266
| – | – | 0.02% | 274 |
|
|
2021
Q1 | $106K | Hold |
1,266
| – | – | 0.02% | 264 |
|
|
2020
Q4 | $92K | Buy |
+1,266
| New | +$92K | 0.02% | 282 |
|