Howard Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,388
| Closed | -$210K | – | 114 |
|
|
2024
Q2 | $210K | Sell |
1,388
-1,075
| -44% | -$163K | 0.17% | 92 |
|
|
2024
Q1 | $358K | Hold |
2,463
| – | – | 0.29% | 66 |
|
|
2023
Q4 | $338K | Hold |
2,463
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $311K | Hold |
2,463
| – | – | 0.29% | 69 |
|
|
2023
Q2 | $305K | Hold |
2,463
| – | – | 0.26% | 75 |
|
|
2023
Q1 | $295K | Hold |
2,463
| – | – | 0.25% | 84 |
|
|
2022
Q4 | $357K | Sell |
2,463
-509
| -17% | -$73.8K | 0.29% | 73 |
|
|
2022
Q3 | $524K | Buy |
2,972
+59
| +2% | +$10.4K | 0.37% | 60 |
|
|
2022
Q2 | $464K | Buy |
+2,913
| New | +$464K | 0.49% | 36 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 348 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 501 |
|