Private Wealth Management Group’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 | $27.3K | Hold |
257
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $23K | Hold |
257
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $25.2K | Hold |
257
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $22.7K | Buy |
257
+2
| +0.8% | +$177 | 0.01% | 262 |
|
|
2024
Q2 | $18.9K | Buy |
255
+117
| +85% | +$8.66K | 0.01% | 285 |
|
|
2024
Q1 | $10.7K | Hold |
138
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $10.7K | Buy |
+138
| New | +$10.7K | 0.01% | 394 |
|