Total Clarity Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
2,913
-3,714
| -56% | -$395K | 0.09% | 218 |
|
|
2025
Q1 | $650K | Hold |
6,627
| – | – | 0.21% | 120 |
|
|
2024
Q4 | $650K | Sell |
6,627
-784
| -11% | -$77K | 0.21% | 121 |
|
|
2024
Q3 | $656K | Buy |
7,411
+3,293
| +80% | +$291K | 0.21% | 125 |
|
|
2024
Q2 | $305K | Sell |
4,118
-825
| -17% | -$61.1K | 0.11% | 185 |
|
|
2024
Q1 | $382K | Buy |
4,943
+59
| +1% | +$4.56K | 0.13% | 173 |
|
|
2023
Q4 | $378K | Sell |
4,884
-237
| -5% | -$18.4K | 0.16% | 151 |
|
|
2023
Q3 | $343K | Buy |
+5,121
| New | +$343K | 0.17% | 147 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$2K | – | 890 |
|
|
2022
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 943 |
|