Lenox Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $186K | Hold |
1,139
| – | – | 0.02% | 116 |
|
|
2021
Q4 | $175K | Hold |
1,139
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $170K | Hold |
1,139
| – | – | 0.02% | 115 |
|
|
2021
Q2 | $166K | Hold |
1,139
| – | – | 0.02% | 113 |
|
|
2021
Q1 | $173K | Sell |
1,139
-1,241
| -52% | -$188K | 0.02% | 92 |
|
|
2020
Q4 | $303K | Sell |
2,380
-48
| -2% | -$6.11K | 0.04% | 68 |
|
|
2020
Q3 | $224K | Hold |
2,428
| – | – | 0.03% | 74 |
|
|
2020
Q2 | $252K | Buy |
2,428
+50
| +2% | +$5.19K | 0.04% | 60 |
|
|
2020
Q1 | $246K | Buy |
2,378
+95
| +4% | +$9.83K | 0.05% | 59 |
|
|
2019
Q4 | $388K | Buy |
2,283
+5
| +0.2% | +$850 | 0.06% | 59 |
|
|
2019
Q3 | $360K | Hold |
2,278
| – | – | 0.06% | 55 |
|
|
2019
Q2 | $387K | Hold |
2,278
| – | – | 0.07% | 48 |
|
|
2019
Q1 | $358K | Hold |
2,278
| – | – | 0.07% | 46 |
|
|
2018
Q4 | $326K | Hold |
2,278
| – | – | 0.07% | 52 |
|
|
2018
Q3 | $375K | Buy |
+2,278
| New | +$375K | 0.08% | 45 |
|