Mission Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$206K Buy
2020
Q1
Sell
2019
Q4
$344K Buy
2019
Q3
$231K Sell
2019
Q2
$243K Buy
2019
Q1
$274K Buy