Strategic Wealth Partners’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 | $16.5K | Buy |
+155
| New | +$16.5K | ﹤0.01% | 690 |
|
|
2019
Q4 | – | Sell |
-1,993
| Closed | -$113 | – | 453 |
|
|
2019
Q3 | $113 | Buy |
1,993
+896
| +82% | +$51 | ﹤0.01% | 263 |
|
|
2019
Q2 | $61K | Buy |
1,097
+81
| +8% | +$4.5K | 0.03% | 215 |
|
|
2019
Q1 | $69K | Buy |
1,016
+502
| +98% | +$34.1K | 0.03% | 209 |
|
|
2018
Q4 | $35K | Buy |
514
+161
| +46% | +$11K | 0.02% | 264 |
|
|
2018
Q3 | $30K | Buy |
353
+322
| +1,039% | +$27.4K | 0.02% | 286 |
|
|
2018
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 675 |
|
|
2018
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 696 |
|