Harvest Group Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 631 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | -$4K | – | 841 |
|
|
2020
Q3 | $4K | Buy |
72
+1
| +1% | +$56 | ﹤0.01% | 284 |
|
|
2020
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 261 |
|
|
2020
Q1 | $3K | Buy |
71
+1
| +1% | +$42 | ﹤0.01% | 292 |
|
|
2019
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 499 |
|
|
2019
Q2 | – | Sell |
-423
| Closed | -$28K | – | 1003 |
|
|
2019
Q1 | $28K | Buy |
+423
| New | +$28K | 0.03% | 133 |
|