Omnia Family Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-75
| Closed | -$7K | – | 586 |
|
|
2018
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 282 |
|
|
2018
Q1 | $8K | Sell |
75
-186
| -71% | -$19.8K | ﹤0.01% | 280 |
|
|
2017
Q4 | $26K | Buy |
261
+186
| +248% | +$18.5K | 0.01% | 207 |
|
|
2017
Q3 | $7K | Sell |
75
-46
| -38% | -$4.29K | ﹤0.01% | 314 |
|
|
2017
Q2 | $11K | Buy |
121
+75
| +163% | +$6.82K | 0.01% | 273 |
|
|
2017
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 467 |
|
|
2016
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 467 |
|