Pasadena Private Wealth’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 |
-1,416
| Closed | -$214K | – | 155 |
|
|
2024
Q2 | $214K | Hold |
1,416
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $206K | Buy |
+1,416
| New | +$206K | 0.05% | 134 |
|
|
2023
Q1 | – | Sell |
-1,416
| Closed | -$205K | – | 110 |
|
|
2022
Q4 | $205K | Hold |
1,416
| – | – | 0.06% | 90 |
|
|
2022
Q3 | $250K | Hold |
1,416
| – | – | 0.09% | 69 |
|
|
2022
Q2 | $226K | Buy |
+1,416
| New | +$226K | 0.08% | 71 |
|