Heritage Trust’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-139
| Closed | -$20K | – | 324 |
|
|
2018
Q4 | $20K | Buy |
139
+122
| +718% | +$17.6K | 0.01% | 252 |
|
|
2018
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 387 |
|
|
2018
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 365 |
|
|
2018
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 340 |
|
|
2017
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 352 |
|