Simplicity Wealth’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,006
Closed -$518K 1112
2024
Q2
$518K Sell
7,006
-97
-1% -$7.18K 0.01% 746
2024
Q1
$549K Buy
+7,103
New +$549K 0.01% 698