Regal Investment Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-38,039
| Closed | -$3.03M | – | 276 |
|
|
2017
Q1 | $3.03M | Sell |
38,039
-6,122
| -14% | -$487K | 0.79% | 35 |
|
|
2016
Q4 | $3.43M | Sell |
44,161
-2,645
| -6% | -$206K | 0.95% | 29 |
|
|
2016
Q3 | $3.26M | Sell |
46,806
-3,469
| -7% | -$242K | 0.92% | 29 |
|
|
2016
Q2 | $2.71M | Buy |
+50,275
| New | +$2.71M | 0.75% | 53 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$80K | – | 797 |
|
|
2015
Q3 | $80K | Hold |
1,200
| – | – | 0.02% | 378 |
|
|
2015
Q2 | $92K | Hold |
1,200
| – | – | 0.02% | 346 |
|
|
2015
Q1 | $88K | Buy |
+1,200
| New | +$88K | 0.02% | 359 |
|