Omnia Family Wealth’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-61
| Closed | -$10K | – | 367 |
|
|
2019
Q1 | $10K | Hold |
61
| – | – | ﹤0.01% | 263 |
|
|
2018
Q4 | $9K | Hold |
61
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $10K | Hold |
61
| – | – | ﹤0.01% | 253 |
|
|
2018
Q1 | $11K | Sell |
61
-109
| -64% | -$19.7K | 0.01% | 252 |
|
|
2017
Q4 | $29K | Buy |
170
+109
| +179% | +$18.6K | 0.01% | 196 |
|
|
2017
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 271 |
|
|
2017
Q2 | $10K | Buy |
+61
| New | +$10K | ﹤0.01% | 281 |
|