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Naples Money Management’s M&T Bank MTB Stock Holding History

Naples Money Management’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$2.81M Buy
15,785
+900
+6% +$160K 2.37% 12
2024
Q2 		$2.23M Sell
14,885
-400
-3% -$59.9K 1.9% 19
2024
Q1 		$2.22M Sell
15,285
-1,200
-7% -$175K 2.22% 18
2023
Q4 		$2.26M Buy
+16,485
New +$2.26M 2.11% 20