PPWM
STT icon

PFG Private Wealth Management’s State Street STT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,352
Closed -$338K 46
2020
Q1
$338K Sell
6,352
-618
-9% -$32.9K 0.36% 33
2019
Q4
$551K Buy
+6,970
New +$551K 0.49% 33