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
2017
Q2
$725K Buy
2017
Q1
$665K Hold
2016
Q4
$673K Hold
2016
Q3
$499K Hold
2016
Q2
$508K Hold
2016
Q1
$477K Sell
2015
Q4
$618K Hold
2015
Q3
$622K Hold
2015
Q2
$637K Sell
2015
Q1
$657K Sell
2014
Q4
$655K Hold
2014
Q3
$643K Hold
2014
Q2
$647K Hold
2014
Q1
$632K Buy
2013
Q4
$514K Buy
2013
Q3
$488K Hold
2013
Q2
$487K Buy