Kurt F. Somerville’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $385K | Sell |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $646K | Sell |
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|
2018
Q2 | $732K | Sell |
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|
2018
Q1 | $815K | Sell |
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|
2017
Q4 | $821K | Sell |
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|
2017
Q3 | $1.23M | Sell |
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|
2017
Q2 | $1.28M | Sell |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.31M | Sell |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $1.7M | Sell |
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|
2016
Q1 | $2.08M | Sell |
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|
2015
Q4 | $2.52M | Buy |
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|
2015
Q3 | $2.19M | Sell |
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|
2015
Q2 | $2.9M | Sell |
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|
2015
Q1 | $2.77M | Sell |
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|
2014
Q4 | $3.35M | Buy |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $1.05M | Sell |
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|
2013
Q4 | $1.21M | Sell |
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|
2013
Q3 | $1.11M | Sell |
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|
2013
Q2 | $1.11M | Buy |
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