MRA Advisory Group’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,570
| Closed | -$228K | – | 118 |
|
|
2024
Q1 | $228K | Hold |
1,570
| – | – | 0.14% | 88 |
|
|
2023
Q4 | $215K | Sell |
1,570
-803
| -34% | -$110K | 0.14% | 89 |
|
|
2023
Q3 | $300K | Buy |
+2,373
| New | +$300K | 0.21% | 84 |
|
|
2023
Q1 | – | Sell |
-3,500
| Closed | -$508K | – | 143 |
|
|
2022
Q4 | $508K | Sell |
3,500
-260
| -7% | -$37.7K | 0.4% | 53 |
|
|
2022
Q3 | $682K | Buy |
3,760
+718
| +24% | +$130K | 0.58% | 32 |
|
|
2022
Q2 | $485K | Buy |
+3,042
| New | +$485K | 0.42% | 52 |
|