IHT Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Sell |
|
|||||
|
2025
Q2 | $264K | Buy |
|
|||||
|
2025
Q1 | $221K | Sell |
|
|||||
|
2024
Q4 | $289K | Sell |
|
|||||
|
2024
Q3 | $364K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $206K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $2K | Hold |
|
|||||
|
2017
Q4 | $2K | Hold |
|
|||||
|
2017
Q3 | $2K | Hold |
|
|||||
|
2017
Q2 | $1 | Hold |
|
|||||
|
2017
Q1 | $2K | Hold |
|
|||||
|
2016
Q4 | $2K | Buy |
|