Security National Trust’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 | $163K | Hold |
1,124
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $163K | Buy |
+1,124
| New | +$163K | 0.04% | 182 |
|
|
2018
Q3 | – | Sell |
-67
| Closed | -$11K | – | 386 |
|
|
2018
Q2 | $11K | Hold |
67
| – | – | ﹤0.01% | 346 |
|
|
2018
Q1 | $12K | Hold |
67
| – | – | ﹤0.01% | 333 |
|
|
2017
Q4 | $11K | Sell |
67
-35
| -34% | -$5.75K | ﹤0.01% | 339 |
|
|
2017
Q3 | $17K | Hold |
102
| – | – | 0.01% | 316 |
|
|
2017
Q2 | $17K | Hold |
102
| – | – | 0.01% | 332 |
|
|
2017
Q1 | $15K | Buy |
102
+45
| +79% | +$6.62K | 0.01% | 335 |
|
|
2016
Q4 | $8K | Hold |
57
| – | – | ﹤0.01% | 381 |
|
|
2016
Q3 | $7K | Hold |
57
| – | – | ﹤0.01% | 399 |
|
|
2016
Q2 | $7K | Hold |
57
| – | – | ﹤0.01% | 393 |
|
|
2016
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 404 |
|
|
2015
Q4 | $7K | Buy |
57
+22
| +63% | +$2.7K | ﹤0.01% | 394 |
|
|
2015
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 430 |
|
|
2015
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 443 |
|
|
2015
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 448 |
|
|
2014
Q4 | $4K | Sell |
35
-15
| -30% | -$1.71K | ﹤0.01% | 469 |
|
|
2014
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 454 |
|
|
2014
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 455 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 450 |
|
|
2013
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 450 |
|
|
2013
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 429 |
|
|
2013
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 417 |
|