Sage Mountain Advisors’s State Street STT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Sell |
1,918
-422
| -18% | -$44.9K | 0.01% | 404 |
|
2025
Q1 | $210K | Sell |
2,340
-381
| -14% | -$34.1K | 0.02% | 369 |
|
2024
Q4 | $267K | Buy |
+2,721
| New | +$267K | 0.02% | 324 |
|
2024
Q2 | – | Sell |
-2,613
| Closed | -$202K | – | 446 |
|
2024
Q1 | $202K | Buy |
+2,613
| New | +$202K | 0.02% | 320 |
|