Hillsdale Investment Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
6,370
-2,000
| -24% | -$213K | 0.03% | 373 |
|
|
2025
Q1 | $749K | Hold |
8,370
| – | – | 0.04% | 293 |
|
|
2024
Q4 | $822K | Buy |
+8,370
| New | +$822K | 0.04% | 269 |
|
|
2024
Q1 | – | Sell |
-140
| Closed | -$10.8K | – | 671 |
|
|
2023
Q4 | $10.8K | Hold |
140
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $9.37K | Hold |
140
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $10.2K | Hold |
140
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $10.6K | Buy |
+140
| New | +$10.6K | ﹤0.01% | 529 |
|
|
2020
Q3 | – | Sell |
-6,115
| Closed | -$389K | – | 655 |
|
|
2020
Q2 | $389K | Sell |
6,115
-600
| -9% | -$38.2K | 0.04% | 373 |
|
|
2020
Q1 | $357K | Buy |
+6,715
| New | +$357K | 0.04% | 354 |
|