Sheets Smith Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,574
| Closed | -$311K | – | 340 |
|
|
2022
Q1 | $311K | Sell |
3,574
-231
| -6% | -$20.1K | 0.04% | 277 |
|
|
2021
Q4 | $354K | Sell |
3,805
-78
| -2% | -$7.26K | 0.04% | 283 |
|
|
2021
Q3 | $329K | Buy |
3,883
+22
| +0.6% | +$1.86K | 0.04% | 286 |
|
|
2021
Q2 | $318K | Buy |
3,861
+22
| +0.6% | +$1.81K | 0.04% | 295 |
|
|
2021
Q1 | $323K | Sell |
3,839
-65
| -2% | -$5.47K | 0.05% | 264 |
|
|
2020
Q4 | $284K | Buy |
+3,904
| New | +$284K | 0.04% | 283 |
|
|
2018
Q2 | – | Sell |
-4,441
| Closed | -$443K | – | 335 |
|
|
2018
Q1 | $443K | Buy |
+4,441
| New | +$443K | 0.11% | 202 |
|