Patton Albertson Miller Group’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,602
| Closed | -$202K | – | 223 |
|
|
2022
Q4 | $202K | Buy |
+2,602
| New | +$202K | 0.04% | 214 |
|
|
2022
Q2 | – | Sell |
-3,118
| Closed | -$272K | – | 246 |
|
|
2022
Q1 | $272K | Hold |
3,118
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $290K | Buy |
3,118
+571
| +22% | +$53.1K | 0.05% | 219 |
|
|
2021
Q3 | $216K | Buy |
+2,547
| New | +$216K | 0.04% | 233 |
|