RWA Wealth Partners’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Sell
2025
Q2
$302K Sell
2025
Q1
$259K Sell
2024
Q4
$329K Buy
2018
Q4
Sell
2018
Q3
$237K Hold
2018
Q2
$263K Buy
2018
Q1
$145K Buy