Partnervest Advisory Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,767
| Closed | -$119K | – | 705 |
|
|
2014
Q2 | $119K | Buy |
1,767
+400
| +29% | +$26.9K | 0.05% | 219 |
|
|
2014
Q1 | $95K | Buy |
1,367
+916
| +203% | +$63.7K | 0.04% | 239 |
|
|
2013
Q4 | $33K | Sell |
451
-303
| -40% | -$22.2K | 0.02% | 384 |
|
|
2013
Q3 | $50K | Buy |
754
+100
| +15% | +$6.63K | 0.03% | 293 |
|
|
2013
Q2 | $43K | Buy |
+654
| New | +$43K | 0.02% | 265 |
|