Sun Life Financial’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 |
-76
| Closed | -$12K | – | 351 |
|
|
2021
Q1 | $12K | Hold |
76
| – | – | ﹤0.01% | 357 |
|
|
2020
Q4 | $10K | Hold |
76
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $7K | Sell |
76
-3
| -4% | -$276 | ﹤0.01% | 411 |
|
|
2020
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 300 |
|
|
2019
Q4 | $13K | Sell |
79
-31
| -28% | -$5.1K | ﹤0.01% | 281 |
|
|
2019
Q3 | $17K | Sell |
110
-2
| -2% | -$309 | ﹤0.01% | 419 |
|
|
2019
Q2 | $19K | Sell |
112
-124
| -53% | -$21K | ﹤0.01% | 401 |
|
|
2019
Q1 | $37K | Sell |
236
-162
| -41% | -$25.4K | 0.01% | 393 |
|
|
2018
Q4 | $57K | Hold |
398
| – | – | 0.01% | 369 |
|
|
2018
Q3 | $65K | Buy |
398
+4
| +1% | +$653 | 0.01% | 389 |
|
|
2018
Q2 | $67K | Buy |
394
+268
| +213% | +$45.6K | 0.01% | 376 |
|
|
2018
Q1 | $683 | Sell |
126
-205
| -62% | -$1.11K | 0.01% | 379 |
|
|
2017
Q4 | $57K | Sell |
331
-785
| -70% | -$135K | 0.01% | 252 |
|
|
2017
Q3 | $180K | Sell |
1,116
-12
| -1% | -$1.94K | 0.02% | 244 |
|
|
2017
Q2 | $183K | Buy |
1,128
+1,115
| +8,577% | +$181K | 0.02% | 243 |
|
|
2017
Q1 | $83 | Hold |
13
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $83 | Buy |
+13
| New | +$83 | ﹤0.01% | 385 |
|