Regal Investment Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-168
| Closed | -$20K | – | 654 |
|
|
2015
Q3 | $20K | Hold |
168
| – | – | 0.01% | 558 |
|
|
2015
Q2 | $20K | Buy |
168
+1
| +0.6% | +$119 | 0.01% | 559 |
|
|
2015
Q1 | $21K | Buy |
167
+1
| +0.6% | +$126 | 0.01% | 556 |
|
|
2014
Q4 | $21K | Buy |
166
+1
| +0.6% | +$127 | 0.01% | 522 |
|
|
2014
Q3 | $20K | Buy |
165
+1
| +0.6% | +$121 | 0.01% | 555 |
|
|
2014
Q2 | $20K | Sell |
164
-166
| -50% | -$20.2K | 0.01% | 548 |
|
|
2014
Q1 | $40K | Hold |
330
| – | – | 0.02% | 379 |
|
|
2013
Q4 | $38K | Hold |
330
| – | – | 0.02% | 331 |
|
|
2013
Q3 | $37K | Buy |
330
+1
| +0.3% | +$112 | 0.02% | 351 |
|
|
2013
Q2 | $37K | Buy |
+329
| New | +$37K | 0.02% | 339 |
|