Rehmann Capital Advisory Group’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,287
| Closed | -$289K | – | 556 |
|
|
2023
Q3 | $289K | Buy |
2,287
+249
| +12% | +$31.5K | 0.03% | 406 |
|
|
2023
Q2 | $252K | Sell |
2,038
-162
| -7% | -$20.1K | 0.02% | 465 |
|
|
2023
Q1 | $263K | Buy |
2,200
+487
| +28% | +$58.2K | 0.02% | 449 |
|
|
2022
Q4 | $249K | Buy |
1,713
+132
| +8% | +$19.2K | 0.03% | 467 |
|
|
2022
Q3 | $279K | Sell |
1,581
-77
| -5% | -$13.6K | 0.03% | 397 |
|
|
2022
Q2 | $264K | Sell |
1,658
-54
| -3% | -$8.61K | 0.03% | 406 |
|
|
2022
Q1 | $290K | Buy |
1,712
+309
| +22% | +$52.4K | 0.03% | 412 |
|
|
2021
Q4 | $215K | Buy |
+1,403
| New | +$215K | 0.02% | 511 |
|
|
2020
Q4 | – | Sell |
-4,844
| Closed | -$446K | – | 496 |
|
|
2020
Q3 | $446K | Buy |
4,844
+205
| +4% | +$18.9K | 0.06% | 260 |
|
|
2020
Q2 | $482K | Buy |
4,639
+1,507
| +48% | +$157K | 0.07% | 240 |
|
|
2020
Q1 | $324K | Buy |
+3,132
| New | +$324K | 0.05% | 266 |
|
|
2019
Q3 | $14.4K | Sell |
91
-1
| -1% | -$159 | ﹤0.01% | 951 |
|
|
2019
Q2 | $15.7K | Buy |
92
+4
| +5% | +$683 | ﹤0.01% | 1210 |
|
|
2019
Q1 | $13.9K | Sell |
88
-2
| -2% | -$315 | ﹤0.01% | 1230 |
|
|
2018
Q4 | $12.9K | Hold |
90
| – | – | ﹤0.01% | 982 |
|
|
2018
Q3 | $14.9K | Hold |
90
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q2 | $15.4K | Hold |
90
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q1 | $17K | Buy |
+90
| New | +$17K | ﹤0.01% | 1132 |
|