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Sowell Financial Services’s M&T Bank MTB Stock Holding History

Sowell Financial Services’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,810
Closed -$294K – 1906
2021
Q1 		$294K Buy
1,810
+342
+23% +$50.4K 0.01% 855
2020
Q4 		$187K Buy
1,468
+744
+103% +$84.7K 0.01% 879
2020
Q3 		$67K Buy
724
+153
+27% +$15.6K ﹤0.01% 1113
2020
Q2 		$59K Buy
571
+316
+124% +$33.4K ﹤0.01% 1123
2020
Q1 		$26K Sell
255
-114
-31% -$16.8K ﹤0.01% 1299
2019
Q4 		$63K Sell
369
-9
-2% -$1.46K ﹤0.01% 1071
2019
Q3 		$60K Buy
+378
New +$59.5K 0.01% 954

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