TFO Wealth Partners’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$145 | – | 503 |
|
|
2024
Q1 | $145 | Hold |
1
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $137 | Sell |
1
-2
| -67% | -$274 | ﹤0.01% | 737 |
|
|
2023
Q3 | $371 | Buy |
3
+2
| +200% | +$247 | ﹤0.01% | 560 |
|
|
2023
Q2 | $124 | Hold |
1
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $120 | Sell |
1
-177
| -99% | -$21.2K | ﹤0.01% | 607 |
|
|
2022
Q4 | $3.54K | Buy |
+178
| New | +$3.54K | ﹤0.01% | 198 |
|