Institutional & Family Asset Management’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 |
-2,165
| Closed | -$142K | – | 872 |
|
|
2019
Q1 | $142K | Hold |
2,165
| – | – | 0.03% | 203 |
|
|
2018
Q4 | $137K | Buy |
2,165
+465
| +27% | +$29.4K | 0.03% | 195 |
|
|
2018
Q3 | $142K | Hold |
1,700
| – | – | 0.03% | 226 |
|
|
2018
Q2 | $158K | Buy |
1,700
+75
| +5% | +$6.97K | 0.03% | 205 |
|
|
2018
Q1 | $162K | Buy |
+1,625
| New | +$162K | 0.03% | 184 |
|