WAM
Wakefield Asset Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,915
| Closed | -$338K | – | 173 |
|
|
2022
Q3 | $338K | Buy |
+1,915
| New | +$338K | 0.16% | 133 |
|
|
2019
Q3 | – | Sell |
-18,950
| Closed | -$3.22M | – | 188 |
|
|
2019
Q2 | $3.22M | Sell |
18,950
-2,072
| -10% | -$352K | 1.28% | 30 |
|
|
2019
Q1 | $3.3M | Buy |
+21,022
| New | +$3.3M | 1.2% | 30 |
|