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Shepherd Financial Partners’s M&T Bank MTB Stock Holding History

Shepherd Financial Partners’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,701
Closed -$538K – 219
2024
Q1 		$538K Buy
3,701
+20
+0.5% +$2.77K 0.07% 143
2023
Q4 		$505K Buy
3,681
+20
+0.5% +$2.51K 0.07% 138
2023
Q3 		$463K Buy
3,661
+194
+6% +$25.3K 0.07% 136
2023
Q2 		$429K Buy
+3,467
New +$419K 0.07% 138
2020
Q1 		– Sell
-1,516
Closed -$257K – 128
2019
Q4 		$257K Buy
1,516
+1
+0.1% +$162 0.06% 117
2019
Q3 		$239K Buy
+1,515
New +$238K 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 +$232K 0.06% 104

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