Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-91
| Closed | -$7K | – | 1082 |
|
|
2023
Q4 | $7K | Sell |
91
-9
| -9% | -$692 | ﹤0.01% | 1084 |
|
|
2023
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1106 |
|
|
2023
Q2 | $7K | Buy |
100
+6
| +6% | +$420 | ﹤0.01% | 1136 |
|
|
2023
Q1 | $7K | Buy |
94
+1
| +1% | +$74 | ﹤0.01% | 1092 |
|
|
2022
Q4 | $7K | Buy |
93
+6
| +7% | +$452 | ﹤0.01% | 988 |
|
|
2022
Q3 | $5K | Buy |
87
+5
| +6% | +$287 | ﹤0.01% | 1081 |
|
|
2022
Q2 | $5K | Buy |
82
+1
| +1% | +$61 | ﹤0.01% | 965 |
|
|
2022
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 984 |
|
|
2021
Q4 | $8K | Buy |
81
+1
| +1% | +$99 | ﹤0.01% | 971 |
|
|
2021
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 986 |
|
|
2021
Q2 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 1022 |
|
|
2021
Q1 | – | Sell |
-79
| Closed | -$6K | – | 1006 |
|
|
2020
Q4 | $6K | Buy |
+79
| New | +$6K | ﹤0.01% | 832 |
|