Rockefeller Financial Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $200K | Sell |
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|
2016
Q4 | $203K | Hold |
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|
2016
Q3 | $183K | Buy |
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|
2016
Q2 | $121K | Buy |
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|
2016
Q1 | $70K | Hold |
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|
2015
Q4 | $80K | Hold |
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|
2015
Q3 | $81K | Hold |
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|
2015
Q2 | $92K | Sell |
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|
2015
Q1 | $121K | Buy |
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|
2014
Q4 | $118K | Buy |
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|
2014
Q3 | $88K | Sell |
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|
2014
Q2 | $102K | Buy |
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|
2014
Q1 | $83K | Sell |
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|
2013
Q4 | $286K | Sell |
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|
2013
Q3 | $385K | Hold |
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|
2013
Q2 | $381K | Buy |
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