Nicola Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-77,500
| Closed | -$7.14M | – | 113 |
|
|
2020
Q3 | $7.14M | Sell |
77,500
-8,000
| -9% | -$737K | 1.02% | 40 |
|
|
2020
Q2 | $8.89M | Buy |
85,500
+17,500
| +26% | +$1.82M | 1.23% | 30 |
|
|
2020
Q1 | $7.03M | Hold |
68,000
| – | – | 1.06% | 35 |
|
|
2019
Q4 | $11.5M | Buy |
68,000
+6,000
| +10% | +$1.02M | 1.74% | 15 |
|
|
2019
Q3 | $9.79M | Buy |
62,000
+3,000
| +5% | +$474K | 1.53% | 17 |
|
|
2019
Q2 | $10M | Hold |
59,000
| – | – | 1.66% | 16 |
|
|
2019
Q1 | $9.26M | Buy |
59,000
+25,000
| +74% | +$3.93M | 1.38% | 22 |
|
|
2018
Q4 | $4.87M | Sell |
34,000
-14,000
| -29% | -$2M | 0.8% | 54 |
|
|
2018
Q3 | $7.9M | Buy |
48,000
+4,000
| +9% | +$658K | 1.36% | 23 |
|
|
2018
Q2 | $7.49M | Buy |
44,000
+17,000
| +63% | +$2.89M | 1.45% | 16 |
|
|
2018
Q1 | $4.98M | Buy |
+27,000
| New | +$4.98M | 1% | 36 |
|