Heron Financial Group’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,369	Closed	-$232K	–	149
2022 Q1	$232K	Hold	1,369	–	–	0.12%	135
2021 Q4	$237K	Buy	+1,369	New	+$237K	0.13%	129
2020 Q1	–	Sell	-1,504	Closed	-$255K	–	126
2019 Q4	$255K	Buy	+1,504	New	+$255K	0.21%	109