HighMark Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-64
| Closed | -$4K | – | 565 |
|
|
2022
Q3 | $4K | Sell |
64
-5
| -7% | -$313 | ﹤0.01% | 374 |
|
|
2022
Q2 | $4K | Sell |
69
-4
| -5% | -$232 | ﹤0.01% | 384 |
|
|
2022
Q1 | $6K | Buy |
73
+36
| +97% | +$2.96K | ﹤0.01% | 352 |
|
|
2021
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 417 |
|