Independent Advisor Alliance’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
2,110
-135
| -6% | -$14.4K | 0.01% | 806 |
|
|
2025
Q1 | $201K | Sell |
2,245
-173
| -7% | -$15.5K | 0.01% | 764 |
|
|
2024
Q4 | $237K | Buy |
+2,418
| New | +$237K | ﹤0.01% | 1235 |
|
|
2020
Q2 | – | Sell |
-4,339
| Closed | -$231K | – | 523 |
|
|
2020
Q1 | $231K | Buy |
4,339
+240
| +6% | +$12.8K | 0.03% | 328 |
|
|
2019
Q4 | $324K | Buy |
+4,099
| New | +$324K | 0.01% | 655 |
|