Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54
| Closed | -$8K | – | 754 |
|
|
2021
Q3 | $8K | Buy |
54
+1
| +2% | +$148 | ﹤0.01% | 869 |
|
|
2021
Q2 | $8K | Sell |
53
-2
| -4% | -$302 | ﹤0.01% | 709 |
|
|
2021
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 661 |
|
|
2020
Q4 | $7K | Buy |
55
+3
| +6% | +$382 | ﹤0.01% | 654 |
|
|
2020
Q3 | $5K | Buy |
52
+1
| +2% | +$96 | ﹤0.01% | 631 |
|
|
2020
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 617 |
|
|
2020
Q1 | $5K | Sell |
51
-23
| -31% | -$2.26K | ﹤0.01% | 583 |
|
|
2019
Q4 | $13K | Buy |
+74
| New | +$13K | 0.01% | 499 |
|
|
2019
Q3 | – | Sell |
-229
| Closed | -$39K | – | 935 |
|
|
2019
Q2 | $39K | Sell |
229
-7
| -3% | -$1.19K | 0.03% | 289 |
|
|
2019
Q1 | $37K | Buy |
236
+214
| +973% | +$33.6K | 0.03% | 249 |
|
|
2018
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 635 |
|