TSWM
STT icon

Triangle Securities Wealth Management’s State Street STT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,210
Closed -$249K 195
2023
Q4
$249K Hold
3,210
0.08% 182
2023
Q3
$215K Buy
3,210
+60
+2% +$4.02K 0.08% 180
2023
Q2
$231K Buy
+3,150
New +$231K 0.08% 179