Parisi Gray Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-170
| Closed | -$11K | – | 411 |
|
|
2019
Q1 | $11K | Sell |
170
-400
| -70% | -$25.9K | 0.01% | 377 |
|
|
2018
Q4 | $36K | Hold |
570
| – | – | 0.02% | 251 |
|
|
2018
Q3 | $49K | Hold |
570
| – | – | 0.03% | 231 |
|
|
2018
Q2 | $53K | Sell |
570
-400
| -41% | -$37.2K | 0.04% | 223 |
|
|
2018
Q1 | $17K | Buy |
970
+400
| +70% | +$7.01K | 0.01% | 367 |
|
|
2017
Q4 | $55K | Buy |
+570
| New | +$55K | 0.04% | 208 |
|