Partnervest Advisory Services’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,411
| Closed | -$175K | – | 556 |
|
|
2014
Q2 | $175K | Buy |
1,411
+99
| +8% | +$12.3K | 0.08% | 165 |
|
|
2014
Q1 | $151K | Buy |
1,312
+1,251
| +2,051% | +$144K | 0.07% | 170 |
|
|
2013
Q4 | $7K | Hold |
61
| – | – | ﹤0.01% | 709 |
|
|
2013
Q3 | $7K | Sell |
61
-159
| -72% | -$18.2K | ﹤0.01% | 721 |
|
|
2013
Q2 | $25K | Buy |
+220
| New | +$25K | 0.01% | 371 |
|