Mission Wealth Management’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,345	Closed	-$344K	–	344
2019 Q4	$344K	Buy	4,345 +442	+11%	+$35K	0.03%	231
2019 Q3	$231K	Sell	3,903 -424	-10%	-$25.1K	0.02%	282
2019 Q2	$243K	Buy	4,327 +162	+4%	+$9.1K	0.03%	267
2019 Q1	$274K	Buy	+4,165	New	+$274K	0.03%	241