RWA Wealth Partners’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
2,838
-60
| -2% | -$6.38K | ﹤0.01% | 508 |
|
|
2025
Q1 | $259K | Sell |
2,898
-452
| -13% | -$40.5K | ﹤0.01% | 499 |
|
|
2024
Q4 | $329K | Buy |
+3,350
| New | +$329K | ﹤0.01% | 470 |
|
|
2018
Q4 | – | Sell |
-2,826
| Closed | -$237K | – | 245 |
|
|
2018
Q3 | $237K | Hold |
2,826
| – | – | 0.03% | 206 |
|
|
2018
Q2 | $263K | Buy |
2,826
+1,377
| +95% | +$128K | 0.03% | 205 |
|
|
2018
Q1 | $145K | Buy |
+1,449
| New | +$145K | 0.02% | 226 |
|