TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$387 | – | 662 |
|
|
2024
Q1 | $387 | Sell |
5
-3
| -38% | -$232 | ﹤0.01% | 323 |
|
|
2023
Q4 | $620 | Hold |
8
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $585 | Buy |
8
+3
| +60% | +$219 | ﹤0.01% | 416 |
|
|
2023
Q2 | $366 | Hold |
5
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $378 | Buy |
5
+3
| +150% | +$227 | ﹤0.01% | 307 |
|
|
2022
Q4 | $198 | Buy |
+2
| New | +$198 | ﹤0.01% | 633 |
|
|
2022
Q3 | – | Sell |
-64
| Closed | -$4K | – | 447 |
|
|
2022
Q2 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 237 |
|