SimplyRich’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,999
| Closed | -$427K | – | 140 |
|
|
2020
Q1 | $427K | Hold |
3,999
| – | – | 0.28% | 84 |
|
|
2019
Q4 | $678K | Hold |
3,999
| – | – | 0.34% | 83 |
|
|
2019
Q3 | $633K | Hold |
3,999
| – | – | 0.35% | 83 |
|
|
2019
Q2 | $680K | Buy |
+3,999
| New | +$680K | 0.38% | 76 |
|
|
2018
Q4 | – | Sell |
-3,999
| Closed | -$658K | – | 119 |
|
|
2018
Q3 | $658K | Hold |
3,999
| – | – | 0.36% | 86 |
|
|
2018
Q2 | $680K | Hold |
3,999
| – | – | 0.39% | 84 |
|
|
2018
Q1 | $737K | Hold |
3,999
| – | – | 0.41% | 78 |
|
|
2017
Q4 | $684K | Buy |
+3,999
| New | +$684K | 0.38% | 91 |
|