GW & Wade’s State Street STT Stock Holding History

GW & Wade’s Portfolio STT Stock Details STT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.08M	Sell
2023 Q3	$935K	Buy
2023 Q2	$1.02M	Sell
2023 Q1	$1.06M	Sell
2022 Q4	$1.11M	Buy
2022 Q3	$865K	Sell
2022 Q2	$885K	Sell
2022 Q1	$1.28M	Buy
2021 Q4	$1.35M	Sell
2021 Q3	$1.24M	Buy
2021 Q2	$1.2M	Sell
2021 Q1	$1.29M	Buy
2020 Q4	$1.03M	Sell
2020 Q3	$929K	Sell
2020 Q2	$1.27M	Sell
2020 Q1	$1.31M	Buy
2019 Q4	$1.95M	Buy
2019 Q3	$1.46M	Sell
2019 Q2	$1.39M	Buy
2019 Q1	$1.56M	Buy
2018 Q4	$1.48M	Sell
2018 Q3	$2.85M	Buy
2018 Q2	$776K	Sell
2018 Q1	$846K	Buy
2017 Q4	$616K	Buy
2017 Q3	$602K	Buy
2017 Q2	$566K	Sell
2017 Q1	$521K	Sell
2016 Q4	$518K	Sell
2016 Q3	$474K	Sell
2016 Q2	$382K	Sell
2016 Q1	$450K	Sell
2015 Q4	$518K	Hold
2015 Q3	$524K	Buy
2015 Q2	$598K	Buy
2015 Q1	$502K	Buy
2014 Q4	$267K	Buy