Wealth Effects’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
Q3 | $644K | Hold |
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|
2025
Q2 | $591K | Hold |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $545K | Hold |
|
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|
2024
Q3 | $491K | Hold |
|
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|
2024
Q2 | $411K | Hold |
|
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|
2024
Q1 | $429K | Hold |
|
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|
2023
Q4 | $430K | Hold |
|
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $406K | Hold |
|
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $344K | Hold |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $493K | Hold |
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|
2021
Q4 | $526K | Buy |
|