Lee Financial’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
Q1 | – | Sell |
-18
| Closed | -$2.47K | – | 578 |
|
|
2023
Q4 | $2.47K | Hold |
18
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $2.28K | Hold |
18
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $2.23K | Buy |
18
+6
| +50% | +$743 | ﹤0.01% | 638 |
|
|
2023
Q1 | $1.44K | Sell |
12
-3
| -20% | -$359 | ﹤0.01% | 717 |
|
|
2022
Q4 | $2.18K | Hold |
15
| – | – | ﹤0.01% | 676 |
|
|
2022
Q3 | $3K | Buy |
15
+3
| +25% | +$600 | ﹤0.01% | 628 |
|
|
2022
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 712 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 663 |
|
|
2018
Q3 | – | Sell |
-59
| Closed | -$10K | – | 616 |
|
|
2018
Q2 | $10K | Hold |
59
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 447 |
|