Impact Partnership Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,920
| Closed | -$586K | – | 281 |
|
|
2024
Q2 | $586K | Buy |
7,920
+1,413
| +22% | +$105K | 0.15% | 87 |
|
|
2024
Q1 | $503K | Sell |
6,507
-1,135
| -15% | -$87.8K | 0.2% | 71 |
|
|
2023
Q4 | $592K | Buy |
7,642
+7,614
| +27,193% | +$590K | 0.22% | 64 |
|
|
2023
Q3 | $1.88K | Sell |
28
-4,546
| -99% | -$304K | ﹤0.01% | 842 |
|
|
2023
Q2 | $335K | Buy |
+4,574
| New | +$335K | 0.12% | 123 |
|