GSB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,474
| Closed | -$223K | – | 237 |
|
|
2024
Q2 | $223K | Buy |
1,474
+3
| +0.2% | +$454 | 0.06% | 210 |
|
|
2024
Q1 | $214K | Buy |
+1,471
| New | +$214K | 0.06% | 205 |
|
|
2023
Q3 | – | Sell |
-3,486
| Closed | -$431K | – | 202 |
|
|
2023
Q2 | $431K | Sell |
3,486
-1,127
| -24% | -$139K | 0.14% | 139 |
|
|
2023
Q1 | $552K | Buy |
4,613
+47
| +1% | +$5.62K | 0.18% | 137 |
|
|
2022
Q4 | $662K | Sell |
4,566
-854
| -16% | -$124K | 0.24% | 125 |
|
|
2022
Q3 | $956K | Sell |
5,420
-101
| -2% | -$17.8K | 0.35% | 105 |
|
|
2022
Q2 | $880K | Buy |
+5,521
| New | +$880K | 0.3% | 110 |
|