Icon Wealth Partners’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-371
| Closed | -$24K | – | 688 |
|
|
2019
Q1 | $24K | Buy |
+371
| New | +$24K | 0.01% | 512 |
|
|
2018
Q3 | – | Sell |
-299
| Closed | -$28K | – | 664 |
|
|
2018
Q2 | $28K | Buy |
+299
| New | +$28K | 0.01% | 515 |
|
|
2018
Q1 | – | Sell |
-328
| Closed | -$32K | – | 661 |
|
|
2017
Q4 | $32K | Buy |
+328
| New | +$32K | 0.02% | 516 |
|