MAM
MMA Asset Management’s State Street STT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,691
| Closed | -$250K | – | 111 |
|
2021
Q4 | $250K | Buy |
2,691
+124
| +5% | +$11.5K | 0.18% | 80 |
|
2021
Q3 | $217K | Hold |
2,567
| – | – | 0.17% | 85 |
|
2021
Q2 | $211K | Buy |
2,567
+139
| +6% | +$11.4K | 0.16% | 90 |
|
2021
Q1 | $204K | Buy |
+2,428
| New | +$204K | 0.18% | 86 |
|