Kelly Financial Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-23
| Closed | -$2.1K | – | 705 |
|
|
2021
Q4 | $2.1K | Buy |
23
+1
| +5% | +$91 | ﹤0.01% | 533 |
|
|
2021
Q3 | $1.9K | Sell |
22
-1,814
| -99% | -$157K | ﹤0.01% | 519 |
|
|
2021
Q2 | $22K | Buy |
1,836
+1,814
| +8,245% | +$21.7K | ﹤0.01% | 543 |
|
|
2021
Q1 | $1.86K | Hold |
22
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $1.6K | Hold |
22
| – | – | ﹤0.01% | 482 |
|
|
2020
Q3 | $1.3K | Hold |
22
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $1.38K | Hold |
22
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $1.15K | Buy |
22
+1
| +5% | +$52 | ﹤0.01% | 443 |
|
|
2019
Q4 | $1.69K | Hold |
21
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $1.25K | Hold |
21
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $1.18K | Buy |
+21
| New | +$1.18K | ﹤0.01% | 416 |
|