Legacy Wealth Management (Mississippi)’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,120	Closed	-$428K	–	98
2020 Q2	$428K	Sell	4,120 -375	-8%	-$39K	0.33%	71
2020 Q1	$465K	Sell	4,495 -3,285	-42%	-$340K	0.43%	64
2019 Q4	$1.32M	Buy	+7,780	New	+$1.32M	1.15%	23