TrueWealth LLC’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35
| Closed | -$6K | – | 768 |
|
|
2019
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 546 |
|
|
2019
Q3 | $6K | Sell |
35
-46
| -57% | -$7.89K | ﹤0.01% | 542 |
|
|
2019
Q2 | $14K | Hold |
81
| – | – | 0.01% | 416 |
|
|
2019
Q1 | $13K | Hold |
81
| – | – | 0.01% | 424 |
|
|
2018
Q4 | $12K | Hold |
81
| – | – | 0.01% | 412 |
|
|
2018
Q3 | $13K | Hold |
81
| – | – | 0.01% | 436 |
|
|
2018
Q2 | $14K | Hold |
81
| – | – | 0.01% | 434 |
|
|
2018
Q1 | $15K | Sell |
81
-74
| -48% | -$13.7K | 0.01% | 396 |
|
|
2017
Q4 | $27K | Buy |
+155
| New | +$27K | 0.01% | 368 |
|