Tyler-Stone 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
Q3 | – | Sell |
-170
| Closed | -$12.6K | – | 824 |
|
|
2024
Q2 | $12.6K | Hold |
170
| – | – | 0.01% | 603 |
|
|
2024
Q1 | $13.1K | Hold |
170
| – | – | 0.01% | 588 |
|
|
2023
Q4 | $13.2K | Hold |
170
| – | – | 0.01% | 576 |
|
|
2023
Q3 | $11K | Hold |
170
| – | – | 0.01% | 589 |
|
|
2023
Q2 | $12K | Buy |
+170
| New | +$12K | 0.01% | 575 |
|
|
2022
Q4 | $13K | Hold |
170
| – | – | 0.01% | 516 |
|
|
2022
Q3 | $10K | Hold |
170
| – | – | 0.01% | 540 |
|
|
2022
Q2 | $10K | Hold |
170
| – | – | 0.01% | 560 |
|
|
2022
Q1 | $15K | Sell |
170
-26
| -13% | -$2.29K | 0.01% | 503 |
|
|
2021
Q4 | $18K | Buy |
+196
| New | +$18K | 0.01% | 502 |
|