Wealth Alliance’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,533
| Closed | -$273K | – | 527 |
|
|
2024
Q3 | $273K | Sell |
1,533
-118
| -7% | -$21K | 0.03% | 417 |
|
|
2024
Q2 | $250K | Buy |
1,651
+51
| +3% | +$7.72K | 0.03% | 433 |
|
|
2024
Q1 | $233K | Buy |
+1,600
| New | +$233K | 0.03% | 456 |
|
|
2022
Q4 | – | Sell |
-1,626
| Closed | -$287K | – | 502 |
|
|
2022
Q3 | $287K | Buy |
1,626
+49
| +3% | +$8.65K | 0.06% | 330 |
|
|
2022
Q2 | $251K | Sell |
1,577
-7
| -0.4% | -$1.11K | 0.05% | 372 |
|
|
2022
Q1 | $269K | Buy |
+1,584
| New | +$269K | 0.06% | 349 |
|