LSWM
Lorne Steinberg Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
39,255
-240
| -0.6% | -$25.5K | 1.09% | 41 |
|
|
2025
Q1 | $3.54M | Buy |
39,495
+105
| +0.3% | +$9.4K | 1.03% | 44 |
|
|
2024
Q4 | $3.87M | Sell |
39,390
-10
| -0% | -$981 | 1.12% | 42 |
|
|
2024
Q3 | $3.49M | Sell |
39,400
-270
| -0.7% | -$23.9K | 1.01% | 46 |
|
|
2024
Q2 | $2.94M | Buy |
39,670
+405
| +1% | +$30K | 0.94% | 48 |
|
|
2024
Q1 | $3.04M | Buy |
39,265
+120
| +0.3% | +$9.28K | 0.95% | 49 |
|
|
2023
Q4 | $3.03M | Buy |
39,145
+370
| +1% | +$28.7K | 1.02% | 47 |
|
|
2023
Q3 | $2.6M | Buy |
38,775
+7,485
| +24% | +$501K | 1% | 47 |
|
|
2023
Q2 | $2.29M | Sell |
31,290
-40
| -0.1% | -$2.93K | 0.86% | 50 |
|
|
2023
Q1 | $2.37M | Buy |
31,330
+110
| +0.4% | +$8.33K | 0.95% | 49 |
|
|
2022
Q4 | $2.42M | Buy |
31,220
+125
| +0.4% | +$9.7K | 1.04% | 45 |
|
|
2022
Q3 | $1.89M | Buy |
+31,095
| New | +$1.89M | 0.92% | 48 |
|