UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,256
| Closed | -$360K | – | 97 |
|
|
2022
Q2 | $360K | Sell |
2,256
-5,415
| -71% | -$864K | 0.14% | 83 |
|
|
2022
Q1 | $1.3M | Sell |
7,671
-166
| -2% | -$28.1K | 0.48% | 42 |
|
|
2021
Q4 | $1.2M | Buy |
7,837
+74
| +1% | +$11.3K | 0.44% | 45 |
|
|
2021
Q3 | $1.16M | Buy |
7,763
+261
| +3% | +$39K | 0.45% | 47 |
|
|
2021
Q2 | $1.09M | Buy |
+7,502
| New | +$1.09M | 0.4% | 58 |
|