Laurel Wealth Advisors (North Carolina)’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$17K | – | 691 |
|
|
2022
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2021
Q4 | $19K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $17K | Sell |
200
-200
| -50% | -$17K | ﹤0.01% | 362 |
|
|
2021
Q2 | $33K | Sell |
400
-200
| -33% | -$16.5K | 0.01% | 317 |
|
|
2021
Q1 | $50K | Buy |
+600
| New | +$50K | 0.01% | 268 |
|
|
2019
Q1 | – | Sell |
-68
| Closed | -$4K | – | 501 |
|
|
2018
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 427 |
|