Valued Wealth Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.92K Buy
2025
Q1
$2.44K Hold
2024
Q4
$2.66K Hold
2024
Q3
$2.39K Hold
2024
Q2
$2K Sell
2024
Q1
$2.41K Buy
2023
Q4
$677 Buy