HC Financial Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-600
| Closed | -$56K | – | 337 |
|
|
2021
Q4 | $56K | Hold |
600
| – | – | 0.03% | 132 |
|
|
2021
Q3 | $51K | Hold |
600
| – | – | 0.03% | 129 |
|
|
2021
Q2 | $49K | Hold |
600
| – | – | 0.03% | 134 |
|
|
2021
Q1 | $50K | Sell |
600
-419
| -41% | -$34.9K | 0.03% | 131 |
|
|
2020
Q4 | $74K | Sell |
1,019
-253
| -20% | -$18.4K | 0.05% | 110 |
|
|
2020
Q3 | $75K | Buy |
1,272
+253
| +25% | +$14.9K | 0.05% | 100 |
|
|
2020
Q2 | $65K | Hold |
1,019
| – | – | 0.05% | 94 |
|
|
2020
Q1 | $54K | Buy |
+1,019
| New | +$54K | 0.05% | 101 |
|