Wealthcare Advisory Partners’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,316
| Closed | -$1.18M | – | 762 |
|
|
2023
Q3 | $1.18M | Sell |
9,316
-1,043
| -10% | -$136K | 0.05% | 251 |
|
|
2023
Q2 | $1.28M | Sell |
10,359
-258
| -2% | -$31.2K | 0.06% | 245 |
|
|
2023
Q1 | $1.27M | Buy |
10,617
+269
| +3% | +$39K | 0.05% | 253 |
|
|
2022
Q4 | $1.5M | Buy |
10,348
+74
| +0.7% | +$12.2K | 0.07% | 210 |
|
|
2022
Q3 | $1.81M | Sell |
10,274
-36
| -0.3% | -$6.37K | 0.1% | 149 |
|
|
2022
Q2 | $1.64M | Buy |
10,310
+166
| +2% | +$27.9K | 0.1% | 136 |
|
|
2022
Q1 | $1.72M | Buy |
10,144
+10
| +0.1% | +$1.76K | 0.1% | 119 |
|
|
2021
Q4 | $1.56M | Buy |
10,134
+397
| +4% | +$61K | 0.09% | 133 |
|
|
2021
Q3 | $1.45M | Buy |
9,737
+40
| +0.4% | +$5.54K | 0.1% | 138 |
|
|
2021
Q2 | $1.41M | Hold |
9,697
| – | – | 0.09% | 143 |
|
|
2021
Q1 | $1.47M | Hold |
9,697
| – | – | 0.11% | 120 |
|
|
2020
Q4 | $1.23M | Hold |
9,697
| – | – | 0.11% | 116 |
|
|
2020
Q3 | $893K | Hold |
9,697
| – | – | 0.1% | 134 |
|
|
2020
Q2 | $1.01M | Sell |
9,697
-25
| -0.3% | -$2.64K | 0.13% | 101 |
|
|
2020
Q1 | $1.01M | Buy |
9,722
+5
| +0.1% | +$736 | 0.15% | 89 |
|
|
2019
Q4 | $1.65M | Hold |
9,717
| – | – | 0.21% | 64 |
|
|
2019
Q3 | $1.53M | Hold |
9,717
| – | – | 0.22% | 61 |
|
|
2019
Q2 | $1.65M | Hold |
9,717
| – | – | 0.26% | 56 |
|
|
2019
Q1 | $1.53M | Sell |
9,717
-17
| -0.2% | -$2.79K | 0.26% | 57 |
|
|
2018
Q4 | $1.39M | Sell |
9,734
-9
| -0.1% | -$1.44K | 0.27% | 53 |
|
|
2018
Q3 | $1.6M | Hold |
9,743
| – | – | 0.29% | 50 |
|
|
2018
Q2 | $1.66M | Sell |
9,743
-14
| -0.1% | -$2.51K | 0.33% | 46 |
|
|
2018
Q1 | $1.8M | Sell |
9,757
-138
| -1% | -$25.7K | 0.41% | 35 |
|
|
2017
Q4 | $1.69M | Buy |
9,895
+202
| +2% | +$33.5K | 0.44% | 34 |
|
|
2017
Q3 | $1.56M | Buy |
+9,693
| New | +$1.52M | 0.46% | 29 |
|
Other funds holding MTB
