Wealthfront’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.63M | Sell |
9,925
-836
| -8% | -$138K | 0.02% | 158 |
|
|
2018
Q2 | $1.83M | Sell |
10,761
-483
| -4% | -$82.2K | 0.02% | 135 |
|
|
2018
Q1 | $2.07M | Buy |
11,244
+68
| +0.6% | +$12.5K | 0.02% | 130 |
|
|
2017
Q4 | $1.91M | Sell |
11,176
-3,223
| -22% | -$551K | 0.02% | 130 |
|
|
2017
Q3 | $2.32M | Buy |
14,399
+9,592
| +200% | +$1.54M | 0.03% | 97 |
|
|
2017
Q2 | $778K | Buy |
4,807
+2,309
| +92% | +$374K | 0.01% | 190 |
|
|
2017
Q1 | $387K | Buy |
2,498
+55
| +2% | +$8.52K | 0.01% | 278 |
|
|
2016
Q4 | $382K | Buy |
2,443
+105
| +4% | +$16.4K | 0.01% | 246 |
|
|
2016
Q3 | $271K | Sell |
2,338
-32
| -1% | -$3.71K | 0.01% | 297 |
|
|
2016
Q2 | $280K | Buy |
+2,370
| New | +$280K | 0.01% | 274 |
|
|
2015
Q4 | – | Sell |
-1,938
| Closed | -$236K | – | 766 |
|
|
2015
Q3 | $236K | Buy |
1,938
+818
| +73% | +$99.6K | 0.01% | 245 |
|
|
2015
Q2 | $140K | Buy |
1,120
+9
| +0.8% | +$1.13K | 0.01% | 337 |
|
|
2015
Q1 | $141K | Buy |
1,111
+400
| +56% | +$50.8K | 0.01% | 319 |
|
|
2014
Q4 | $89K | Sell |
711
-337
| -32% | -$42.2K | 0.01% | 377 |
|
|
2014
Q3 | $129K | Buy |
1,048
+203
| +24% | +$25K | 0.01% | 239 |
|
|
2014
Q2 | $106K | Buy |
845
+380
| +82% | +$47.7K | 0.01% | 210 |
|
|
2014
Q1 | $57K | Buy |
+465
| New | +$57K | 0.01% | 233 |
|