Marino Stram & Associates’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,759
| Closed | -$214K | – | 158 |
|
|
2022
Q4 | $214K | Buy |
+2,759
| New | +$214K | 0.07% | 143 |
|
|
2019
Q2 | – | Sell |
-3,326
| Closed | -$219K | – | 490 |
|
|
2019
Q1 | $219K | Hold |
3,326
| – | – | 0.16% | 72 |
|
|
2018
Q4 | $210K | Hold |
3,326
| – | – | 0.18% | 70 |
|
|
2018
Q3 | $279K | Buy |
3,326
+92
| +3% | +$7.72K | 0.22% | 63 |
|
|
2018
Q2 | $301K | Buy |
3,234
+31
| +1% | +$2.89K | 0.27% | 63 |
|
|
2018
Q1 | $319K | Buy |
3,203
+34
| +1% | +$3.39K | 0.3% | 60 |
|
|
2017
Q4 | $309K | Buy |
+3,169
| New | +$309K | 0.29% | 60 |
|