Transcend Capital Advisors’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
Q1 | – | Sell |
-1,680
| Closed | -$230K | – | 544 |
|
|
2023
Q4 | $230K | Sell |
1,680
-5
| -0.3% | -$685 | 0.02% | 439 |
|
|
2023
Q3 | $213K | Sell |
1,685
-8
| -0.5% | -$1.01K | 0.02% | 440 |
|
|
2023
Q2 | $210K | Hold |
1,693
| – | – | 0.02% | 451 |
|
|
2023
Q1 | $202K | Sell |
1,693
-3
| -0.2% | -$359 | 0.02% | 447 |
|
|
2022
Q4 | $246K | Sell |
1,696
-2
| -0.1% | -$290 | 0.03% | 402 |
|
|
2022
Q3 | $299K | Sell |
1,698
-4
| -0.2% | -$704 | 0.03% | 362 |
|
|
2022
Q2 | $271K | Buy |
+1,702
| New | +$271K | 0.03% | 390 |
|