Shepherd Financial Partners’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,701
| Closed | -$538K | – | 219 |
|
|
2024
Q1 | $538K | Buy |
3,701
+20
| +0.5% | +$2.91K | 0.07% | 143 |
|
|
2023
Q4 | $505K | Buy |
3,681
+20
| +0.5% | +$2.74K | 0.07% | 138 |
|
|
2023
Q3 | $463K | Buy |
3,661
+194
| +6% | +$24.5K | 0.07% | 136 |
|
|
2023
Q2 | $429K | Buy |
+3,467
| New | +$429K | 0.07% | 138 |
|
|
2020
Q1 | – | Sell |
-1,516
| Closed | -$257K | – | 128 |
|
|
2019
Q4 | $257K | Buy |
1,516
+1
| +0.1% | +$170 | 0.06% | 117 |
|
|
2019
Q3 | $239K | Buy |
+1,515
| New | +$239K | 0.06% | 118 |
|
|
2018
Q2 | – | Sell |
-1,477
| Closed | -$272K | – | 135 |
|
|
2018
Q1 | $272K | Hold |
1,477
| – | – | 0.07% | 100 |
|
|
2017
Q4 | $253K | Hold |
1,477
| – | – | 0.06% | 101 |
|
|
2017
Q3 | $238K | Buy |
+1,477
| New | +$238K | 0.06% | 104 |
|