Jacobus Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $721K | Hold |
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|
2017
Q2 | $725K | Buy |
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|
2017
Q1 | $665K | Hold |
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|
2016
Q4 | $673K | Hold |
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|
2016
Q3 | $499K | Hold |
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|
2016
Q2 | $508K | Hold |
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|
2016
Q1 | $477K | Sell |
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|
2015
Q4 | $618K | Hold |
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|
2015
Q3 | $622K | Hold |
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|
2015
Q2 | $637K | Sell |
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|
2015
Q1 | $657K | Sell |
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|
2014
Q4 | $655K | Hold |
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|
2014
Q3 | $643K | Hold |
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|
2014
Q2 | $647K | Hold |
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|
2014
Q1 | $632K | Buy |
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|
2013
Q4 | $514K | Buy |
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|
2013
Q3 | $488K | Hold |
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|
2013
Q2 | $487K | Buy |
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