Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-125
| Closed | -$18K | – | 1005 |
|
|
2021
Q2 | $18K | Hold |
125
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $19K | Hold |
125
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $16K | Hold |
125
| – | – | ﹤0.01% | 535 |
|
|
2020
Q3 | $12K | Hold |
125
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $13K | Hold |
125
| – | – | ﹤0.01% | 527 |
|
|
2020
Q1 | $13K | Hold |
125
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $21K | Hold |
125
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $20K | Hold |
125
| – | – | ﹤0.01% | 507 |
|
|
2019
Q2 | $21K | Sell |
125
-5
| -4% | -$840 | ﹤0.01% | 521 |
|
|
2019
Q1 | $20K | Buy |
130
+5
| +4% | +$769 | ﹤0.01% | 527 |
|
|
2018
Q4 | $18K | Hold |
125
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $21K | Hold |
125
| – | – | ﹤0.01% | 543 |
|
|
2018
Q2 | $21K | Hold |
125
| – | – | ﹤0.01% | 486 |
|
|
2018
Q1 | $23K | Sell |
125
-42
| -25% | -$7.73K | ﹤0.01% | 456 |
|
|
2017
Q4 | $29K | Hold |
167
| – | – | ﹤0.01% | 419 |
|
|
2017
Q3 | $27K | Hold |
167
| – | – | ﹤0.01% | 424 |
|
|
2017
Q2 | $27K | Hold |
167
| – | – | ﹤0.01% | 428 |
|
|
2017
Q1 | $26K | Buy |
+167
| New | +$26K | ﹤0.01% | 425 |
|