Lee Financial’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38
| Closed | -$2.97K | – | 730 |
|
|
2023
Q4 | $2.97K | Buy |
38
+25
| +192% | +$1.95K | ﹤0.01% | 661 |
|
|
2023
Q3 | $880 | Hold |
13
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $960 | Sell |
13
-10
| -43% | -$738 | ﹤0.01% | 725 |
|
|
2023
Q1 | $1.76K | Buy |
23
+15
| +188% | +$1.15K | ﹤0.01% | 699 |
|
|
2022
Q4 | $621 | Hold |
8
| – | – | ﹤0.01% | 804 |
|
|
2022
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1007 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 949 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 951 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$2K | – | 568 |
|
|
2020
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 497 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 449 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 489 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2019
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 491 |
|