RegentAtlantic Capital’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$251K Sell
2022
Q2
$291K Sell
2022
Q1
$419K Sell
2021
Q4
$489K Buy
2021
Q3
$444K Buy
2021
Q2
$414K Buy
2021
Q1
$410K Sell
2020
Q4
$366K Buy
2020
Q3
$239K Buy
2019
Q2
Sell
2019
Q1
$204K Buy
2015
Q1
Sell
2014
Q4
$130K Buy