WBI Investments’s State Street STT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-36,712
| Closed | -$3.08M | – | 239 |
|
2021
Q1 | $3.08M | Buy |
+36,712
| New | +$3.08M | 0.48% | 46 |
|
2017
Q1 | – | Sell |
-60,220
| Closed | -$4.68M | – | 368 |
|
2016
Q4 | $4.68M | Buy |
60,220
+29,392
| +95% | +$2.28M | 0.2% | 88 |
|
2016
Q3 | $2.15M | Buy |
+30,828
| New | +$2.15M | 0.08% | 158 |
|