Lenox Wealth Management’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
Q2 | – | Sell |
-35
| Closed | -$3K | – | 769 |
|
|
2020
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 558 |
|
|
2016
Q1 | – | Sell |
-1,948
| Closed | -$236K | – | 252 |
|
|
2015
Q4 | $236K | Sell |
1,948
-530
| -21% | -$64.2K | 0.18% | 26 |
|
|
2015
Q3 | $302K | Sell |
2,478
-11
| -0.4% | -$1.34K | 0.25% | 15 |
|
|
2015
Q2 | $311K | Buy |
2,489
+359
| +17% | +$44.9K | 0.23% | 15 |
|
|
2015
Q1 | $271K | Sell |
2,130
-180
| -8% | -$22.9K | 0.19% | 17 |
|
|
2014
Q4 | $290K | Buy |
2,310
+11
| +0.5% | +$1.38K | 0.19% | 23 |
|
|
2014
Q3 | $283K | Sell |
2,299
-62
| -3% | -$7.63K | 0.19% | 20 |
|
|
2014
Q2 | $293K | Sell |
2,361
-219
| -8% | -$27.2K | 0.2% | 19 |
|
|
2014
Q1 | $313K | Buy |
2,580
+44
| +2% | +$5.34K | 0.16% | 23 |
|
|
2013
Q4 | $295K | Buy |
+2,536
| New | +$295K | 0.2% | 27 |
|