Shine Investment Advisory Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $38K | Hold |
638
| – | – | 0.01% | 350 |
|
2020
Q2 | $41K | Hold |
638
| – | – | 0.02% | 333 |
|
2020
Q1 | $34K | Hold |
638
| – | – | 0.02% | 333 |
|
2019
Q4 | $50K | Hold |
638
| – | – | 0.02% | 324 |
|
2019
Q3 | $38K | Hold |
638
| – | – | 0.02% | 364 |
|
2019
Q2 | $36K | Hold |
638
| – | – | 0.02% | 368 |
|
2019
Q1 | $42K | Hold |
638
| – | – | 0.02% | 336 |
|
2018
Q4 | $40K | Hold |
638
| – | – | 0.02% | 317 |
|
2018
Q3 | $53K | Sell |
638
-49
| -7% | -$4.07K | 0.03% | 288 |
|
2018
Q2 | $64K | Hold |
687
| – | – | 0.03% | 262 |
|
2018
Q1 | $69K | Hold |
687
| – | – | 0.04% | 239 |
|
2017
Q4 | $67K | Sell |
687
-44
| -6% | -$4.29K | 0.03% | 245 |
|
2017
Q3 | $70K | Buy |
731
+44
| +6% | +$4.21K | 0.04% | 234 |
|
2017
Q2 | $62K | Buy |
+687
| New | +$62K | 0.03% | 240 |
|