Mark Sheptoff Financial Planning’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 396 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 420 |
|
|
2015
Q4 | – | Sell |
-46
| Closed | -$3K | – | 424 |
|
|
2015
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 322 |
|