One Wealth Advisors’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,530
Closed -$248K 272
2024
Q2
$248K Sell
1,530
-27
-2% -$4.38K 0.05% 187
2024
Q1
$226K Sell
1,557
-6
-0.4% -$873 0.04% 223
2023
Q4
$214K Buy
+1,563
New +$214K 0.04% 198