TIA
Trust Investment Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,383
| Closed | -$234K | – | 142 |
|
|
2024
Q4 | $234K | Buy |
+2,383
| New | +$234K | 0.15% | 92 |
|
|
2019
Q3 | – | Sell |
-10,058
| Closed | -$564K | – | 80 |
|
|
2019
Q2 | $564K | Sell |
10,058
-1,442
| -13% | -$80.9K | 0.71% | 58 |
|
|
2019
Q1 | $757K | Buy |
11,500
+2,500
| +28% | +$165K | 0.89% | 54 |
|
|
2018
Q4 | $568K | Sell |
9,000
-4,150
| -32% | -$262K | 0.72% | 60 |
|
|
2018
Q3 | $1.1M | Buy |
+13,150
| New | +$1.1M | 1.13% | 40 |
|