Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $61.8K | Sell |
408
-22
| -5% | -$3.33K | 0.01% | 366 |
|
|
2024
Q1 | $62.5K | Hold |
430
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $58.9K | Sell |
430
-133
| -24% | -$18.2K | 0.01% | 362 |
|
|
2023
Q3 | $71.2K | Hold |
563
| – | – | 0.02% | 313 |
|
|
2023
Q2 | $69.7K | Buy |
563
+311
| +123% | +$38.5K | 0.02% | 274 |
|
|
2023
Q1 | $29.4K | Buy |
252
+197
| +358% | +$23K | 0.01% | 389 |
|
|
2022
Q4 | $8.23K | Hold |
55
| – | – | ﹤0.01% | 597 |
|
|
2022
Q3 | $10K | Hold |
55
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $10K | Buy |
55
+4
| +8% | +$727 | ﹤0.01% | 575 |
|
|
2022
Q1 | $9K | Buy |
51
+21
| +70% | +$3.71K | ﹤0.01% | 588 |
|
|
2021
Q4 | $5K | Buy |
30
+25
| +500% | +$4.17K | ﹤0.01% | 710 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 914 |
|