Simplicity Solutions’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $361K | Buy |
2,632
+7
| +0.3% | +$960 | 0.01% | 776 |
|
|
2023
Q3 | $332K | Sell |
2,625
-236
| -8% | -$29.8K | 0.01% | 732 |
|
|
2023
Q2 | $354K | Buy |
2,861
+597
| +26% | +$73.9K | 0.01% | 772 |
|
|
2023
Q1 | $271K | Buy |
+2,264
| New | +$271K | 0.01% | 893 |
|
|
2022
Q4 | – | Sell |
-1,851
| Closed | -$326K | – | 703 |
|
|
2022
Q3 | $326K | Buy |
+1,851
| New | +$326K | 0.05% | 429 |
|
|
2016
Q1 | – | Sell |
-21,361
| Closed | -$2.59M | – | 393 |
|
|
2015
Q4 | $2.59M | Buy |
21,361
+19,181
| +880% | +$2.32M | 0.31% | 85 |
|
|
2015
Q3 | $266K | Sell |
2,180
-198
| -8% | -$24.2K | 0.29% | 88 |
|
|
2015
Q2 | $297K | Buy |
+2,378
| New | +$297K | 0.28% | 84 |
|