Peterson Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,122
| Closed | -$228K | – | 68 |
|
|
2023
Q2 | $228K | Buy |
3,122
+453
| +17% | +$33.2K | 0.18% | 65 |
|
|
2023
Q1 | $202K | Sell |
2,669
-40
| -1% | -$3.03K | 0.19% | 58 |
|
|
2022
Q4 | $210K | Buy |
+2,709
| New | +$210K | 0.21% | 55 |
|
|
2022
Q2 | – | Sell |
-11,018
| Closed | -$960K | – | 57 |
|
|
2022
Q1 | $960K | Buy |
+11,018
| New | +$960K | 0.64% | 44 |
|