McKinley Carter Wealth Services’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-1,680
Closed -$204K 97
2014
Q1
$204K Sell
1,680
-3,838
-70% -$466K 0.22% 90
2013
Q4
$642K Sell
5,518
-2,144
-28% -$249K 0.63% 47
2013
Q3
$858K Buy
7,662
+131
+2% +$14.7K 1.02% 31
2013
Q2
$842K Buy
+7,531
New +$842K 1.27% 28