SWS
SYSTM Wealth Solutions’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$873 | – | 851 |
|
|
2024
Q1 | $873 | Sell |
6
-2,214
| -100% | -$322K | ﹤0.01% | 957 |
|
|
2023
Q4 | $304K | Sell |
2,220
-218
| -9% | -$29.9K | 0.04% | 327 |
|
|
2023
Q3 | $308K | Sell |
2,438
-414
| -15% | -$52.4K | 0.05% | 358 |
|
|
2023
Q2 | $353K | Sell |
2,852
-2,356
| -45% | -$292K | 0.05% | 370 |
|
|
2023
Q1 | $623K | Sell |
5,208
-1,449
| -22% | -$173K | 0.1% | 263 |
|
|
2022
Q4 | $966K | Buy |
+6,657
| New | +$966K | 0.12% | 217 |
|