Liberty Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-41
| Closed | -$3K | – | 986 |
|
|
2021
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q2 | $3K | Sell |
41
-7
| -15% | -$512 | ﹤0.01% | 881 |
|
|
2021
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $3K | Buy |
48
+7
| +17% | +$438 | ﹤0.01% | 779 |
|
|
2020
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $3K | Sell |
41
-484
| -92% | -$35.4K | ﹤0.01% | 707 |
|
|
2020
Q1 | $28K | Buy |
525
+484
| +1,180% | +$25.8K | 0.02% | 300 |
|
|
2019
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 743 |
|
|
2019
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 755 |
|