Neville Rodie & Shaw’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $206K | Buy |
+1,062
| New | +$206K | 0.02% | 239 |
|
2025
Q1 | – | Sell |
-1,062
| Closed | -$200K | – | 256 |
|
2024
Q4 | $200K | Buy |
+1,062
| New | +$200K | 0.01% | 251 |
|
2023
Q1 | – | Sell |
-1,424
| Closed | -$207K | – | 249 |
|
2022
Q4 | $207K | Hold |
1,424
| – | – | 0.02% | 239 |
|
2022
Q3 | $251K | Sell |
1,424
-55
| -4% | -$9.7K | 0.02% | 225 |
|
2022
Q2 | $236K | Buy |
+1,479
| New | +$236K | 0.02% | 236 |
|