MWPCG
Measured Wealth Private Client Group’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,190
| Closed | -$202K | – | 181 |
|
|
2019
Q2 | $202K | Buy |
+1,190
| New | +$202K | 0.12% | 183 |
|
|
2018
Q4 | – | Sell |
-1,215
| Closed | -$199K | – | 472 |
|
|
2018
Q3 | $199K | Sell |
1,215
-115
| -9% | -$18.8K | 0.12% | 149 |
|
|
2018
Q2 | $226K | Buy |
+1,330
| New | +$226K | 0.18% | 126 |
|
|
2017
Q3 | $142K | Buy |
+880
| New | +$142K | 0.19% | 43 |
|