Simplicity Wealth’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 Q3	–	Sell	-3,094	Closed	-$468K	–	945
2024 Q2	$468K	Buy	3,094 +116	+4%	+$17.6K	0.01%	785
2024 Q1	$433K	Buy	+2,978	New	+$433K	0.01%	792