Wagner Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,641
| Closed | -$238K | – | 236 |
|
|
2022
Q4 | $238K | Sell |
1,641
-873
| -35% | -$127K | 0.15% | 102 |
|
|
2022
Q3 | $443K | Hold |
2,514
| – | – | 0.33% | 61 |
|
|
2022
Q2 | $401K | Buy |
+2,514
| New | +$401K | 0.32% | 61 |
|
|
2018
Q3 | $11K | Hold |
69
| – | – | 0.01% | 411 |
|
|
2018
Q2 | $12K | Hold |
69
| – | – | 0.01% | 379 |
|
|
2018
Q1 | $13K | Buy |
69
+11
| +19% | +$2.07K | 0.01% | 343 |
|
|
2017
Q4 | $14K | Buy |
+58
| New | +$14K | 0.01% | 355 |
|