Planned Solutions’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 Q4	–	Sell	-370	Closed	-$65.9K	–	435
2024 Q3	$65.9K	Buy	+370	New	+$65.9K	0.03%	264
2024 Q1	–	Sell	-240	Closed	-$32.9K	–	375
2023 Q4	$32.9K	Buy	+240	New	+$32.9K	0.02%	331