IHT Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
2,479
+14
| +0.6% | +$1.49K | 0.01% | 951 |
|
|
2025
Q1 | $221K | Sell |
2,465
-482
| -16% | -$43.2K | 0.01% | 982 |
|
|
2024
Q4 | $289K | Sell |
2,947
-1,194
| -29% | -$117K | 0.01% | 865 |
|
|
2024
Q3 | $364K | Buy |
+4,141
| New | +$364K | 0.01% | 835 |
|
|
2024
Q2 | – | Sell |
-2,660
| Closed | -$206K | – | 1076 |
|
|
2024
Q1 | $206K | Buy |
+2,660
| New | +$206K | 0.01% | 937 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1236 |
|
|
2018
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1530 |
|
|
2017
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1518 |
|
|
2017
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1236 |
|
|
2017
Q2 | $1 | Hold |
22
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1054 |
|