Integrated Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-32
| Closed | -$4K | – | 732 |
|
|
2016
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 955 |
|
|
2016
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 962 |
|
|
2016
Q1 | $4K | Sell |
32
-37
| -54% | -$4.63K | ﹤0.01% | 888 |
|
|
2015
Q4 | $8K | Sell |
69
-18
| -21% | -$2.09K | ﹤0.01% | 827 |
|
|
2015
Q3 | $11K | Hold |
87
| – | – | ﹤0.01% | 741 |
|
|
2015
Q2 | $11K | Hold |
87
| – | – | ﹤0.01% | 771 |
|
|
2015
Q1 | $11K | Buy |
+87
| New | +$11K | ﹤0.01% | 745 |
|