SteelPeak Wealth’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,304
| Closed | -$2.09M | – | 561 |
|
|
2025
Q1 | $2.09M | Buy |
+23,304
| New | +$2.09M | 0.09% | 172 |
|
|
2024
Q4 | – | Sell |
-39,267
| Closed | -$3.47M | – | 532 |
|
|
2024
Q3 | $3.47M | Buy |
+39,267
| New | +$3.47M | 0.15% | 108 |
|
|
2023
Q1 | – | Sell |
-3,778
| Closed | -$295K | – | 417 |
|
|
2022
Q4 | $295K | Hold |
3,778
| – | – | 0.02% | 306 |
|
|
2022
Q3 | $230K | Hold |
3,778
| – | – | 0.02% | 354 |
|
|
2022
Q2 | $233K | Buy |
+3,778
| New | +$233K | 0.02% | 354 |
|