MinichMacGregor Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1K | – | 583 |
|
|
2018
Q2 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 505 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 487 |
|
|
2016
Q1 | – | Sell |
-180
| Closed | -$14K | – | 485 |
|
|
2015
Q4 | $14K | Buy |
+180
| New | +$14K | 0.01% | 198 |
|