Sowell Financial Services’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,810
| Closed | -$294K | – | 1907 |
|
2021
Q1 | $294K | Buy |
1,810
+342
| +23% | +$55.6K | 0.01% | 855 |
|
2020
Q4 | $187K | Buy |
1,468
+744
| +103% | +$94.8K | 0.01% | 879 |
|
2020
Q3 | $67K | Buy |
724
+153
| +27% | +$14.2K | ﹤0.01% | 1113 |
|
2020
Q2 | $59K | Buy |
571
+316
| +124% | +$32.7K | ﹤0.01% | 1123 |
|
2020
Q1 | $26K | Sell |
255
-114
| -31% | -$11.6K | ﹤0.01% | 1299 |
|
2019
Q4 | $63K | Sell |
369
-9
| -2% | -$1.54K | ﹤0.01% | 1071 |
|
2019
Q3 | $60K | Buy |
+378
| New | +$60K | 0.01% | 954 |
|