Peloton Wealth Strategists’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.33M Sell
2023
Q1
$2.42M Hold
2022
Q4
$2.48M Sell
2022
Q3
$2.06M Hold
2022
Q2
$2.09M Hold
2022
Q1
$2.95M Hold
2021
Q4
$3.15M Sell
2021
Q3
$2.91M Sell
2021
Q2
$2.85M Buy
2021
Q1
$2.78M Sell
2020
Q4
$2.63M Sell
2020
Q3
$2.55M Sell
2020
Q2
$3.06M Buy
2020
Q1
$2.48M Sell
2019
Q4
$3.83M Buy
2019
Q3
$2.84M Buy
2019
Q2
$1.73M Buy
2019
Q1
$1.44M Buy
2018
Q4
$278K Buy