Principia Wealth Advisory’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28K Buy
12
+8
+200% +$851 ﹤0.01% 496
2025
Q1
$329 Sell
4
-2
-33% -$165 ﹤0.01% 672
2024
Q4
$589 Buy
+6
New +$589 ﹤0.01% 497