Simon Quick Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
+3,763
| New | +$400K | 0.02% | 506 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$2K | – | 369 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 295 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 331 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 295 |
|
|
2017
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 394 |
|