Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $81K | Buy |
531
+25
| +5% | +$3.81K | 0.01% | 1272 |
|
|
2021
Q3 | $76K | Buy |
506
+120
| +31% | +$18K | 0.01% | 1239 |
|
|
2021
Q2 | $56K | Sell |
386
-981
| -72% | -$142K | ﹤0.01% | 1346 |
|
|
2021
Q1 | $207K | Buy |
1,367
+50
| +4% | +$7.57K | 0.02% | 764 |
|
|
2020
Q4 | $168K | Sell |
1,317
-1
| -0.1% | -$128 | 0.02% | 778 |
|
|
2020
Q3 | $121K | Buy |
+1,318
| New | +$121K | 0.01% | 781 |
|
|
2020
Q2 | – | Sell |
-1,220
| Closed | -$126K | – | 1409 |
|
|
2020
Q1 | $126K | Buy |
1,220
+26
| +2% | +$2.69K | 0.02% | 686 |
|
|
2019
Q4 | $203K | Buy |
1,194
+3
| +0.3% | +$510 | 0.02% | 696 |
|
|
2019
Q3 | $188K | Sell |
1,191
-1,411
| -54% | -$223K | 0.02% | 698 |
|
|
2019
Q2 | $442K | Buy |
2,602
+148
| +6% | +$25.1K | 0.05% | 373 |
|
|
2019
Q1 | $385K | Buy |
2,454
+1,443
| +143% | +$226K | 0.1% | 173 |
|
|
2018
Q4 | $145K | Buy |
1,011
+11
| +1% | +$1.58K | 0.03% | 477 |
|
|
2018
Q3 | $165K | Buy |
+1,000
| New | +$165K | 0.08% | 245 |
|
|
2017
Q4 | – | Sell |
-1,737
| Closed | -$283K | – | 972 |
|
|
2017
Q3 | $283K | Sell |
1,737
-52
| -3% | -$8.47K | 0.08% | 248 |
|
|
2017
Q2 | $290K | Sell |
1,789
-78
| -4% | -$12.6K | 0.07% | 269 |
|
|
2017
Q1 | $290K | Sell |
1,867
-2,275
| -55% | -$353K | 0.08% | 242 |
|
|
2016
Q4 | $648K | Buy |
4,142
+500
| +14% | +$78.2K | 0.11% | 203 |
|
|
2016
Q3 | $423K | Buy |
3,642
+2,546
| +232% | +$296K | 0.08% | 274 |
|
|
2016
Q2 | $129K | Buy |
1,096
+293
| +36% | +$34.5K | 0.04% | 394 |
|
|
2016
Q1 | $89K | Hold |
803
| – | – | 0.03% | 456 |
|
|
2015
Q4 | $97K | Sell |
803
-2
| -0.2% | -$242 | 0.04% | 431 |
|
|
2015
Q3 | $98K | Buy |
805
+60
| +8% | +$7.3K | 0.04% | 427 |
|
|
2015
Q2 | $93K | Buy |
745
+246
| +49% | +$30.7K | 0.03% | 486 |
|
|
2015
Q1 | $63K | Sell |
499
-233
| -32% | -$29.4K | 0.02% | 603 |
|
|
2014
Q4 | $92K | Sell |
732
-2,144
| -75% | -$269K | 0.03% | 483 |
|
|
2014
Q3 | $355K | Buy |
2,876
+2,693
| +1,472% | +$332K | 0.07% | 312 |
|
|
2014
Q2 | $22K | Buy |
+183
| New | +$22K | 0.01% | 571 |
|