Tiedemann Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,906
| Closed | -$523K | – | 406 |
|
|
2019
Q1 | $523K | Buy |
7,906
+19
| +0.2% | +$1.26K | 0.02% | 293 |
|
|
2018
Q4 | $501K | Buy |
+7,887
| New | +$501K | 0.03% | 285 |
|
|
2017
Q3 | – | Sell |
-2,470
| Closed | -$222K | – | 449 |
|
|
2017
Q2 | $222K | Buy |
+2,470
| New | +$222K | 0.02% | 406 |
|