Lenox Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $186K | Hold |
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|
2021
Q4 | $175K | Hold |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $173K | Sell |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $360K | Hold |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $326K | Hold |
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|
2018
Q3 | $375K | Buy |
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