HC Financial Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$56K Hold
2021
Q3
$51K Hold
2021
Q2
$49K Hold
2021
Q1
$50K Sell
2020
Q4
$74K Sell
2020
Q3
$75K Buy
2020
Q2
$65K Hold
2020
Q1
$54K Buy