MGIA
Moneta Group Investment Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
4,566
+632
| +16% | +$67.2K | 0.01% | 444 |
|
|
2025
Q1 | $352K | Buy |
3,934
+1,319
| +50% | +$118K | ﹤0.01% | 496 |
|
|
2024
Q4 | $257K | Buy |
+2,615
| New | +$257K | ﹤0.01% | 576 |
|
|
2018
Q3 | – | Sell |
-1,110
| Closed | -$103K | – | 352 |
|
|
2018
Q2 | $103K | Buy |
1,110
+310
| +39% | +$28.8K | 0.01% | 283 |
|
|
2018
Q1 | $80K | Buy |
800
+796
| +19,900% | +$79.6K | 0.01% | 268 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 536 |
|