Morton Brown Family Wealth’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4K Hold
107
﹤0.01% 184
2025
Q1
$9.57K Buy
+107
New +$9.57K ﹤0.01% 193
2024
Q1
Sell
-106
Closed -$8.21K 287
2023
Q4
$8.21K Buy
+106
New +$8.21K ﹤0.01% 192