Wealthcare Capital Management’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 |
-28
| Closed | -$2K | – | 587 |
|
|
2021
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$2K | – | 585 |
|
|
2019
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 553 |
|
|
2015
Q3 | – | Sell |
-85
| Closed | -$7K | – | 369 |
|
|
2015
Q2 | $7K | Sell |
85
-51
| -38% | -$4.2K | ﹤0.01% | 239 |
|
|
2015
Q1 | $10K | Buy |
+136
| New | +$10K | ﹤0.01% | 501 |
|