WealthPLAN Partners’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-70	Closed	-$8.66K	–	825
2023 Q2	$8.66K	Hold	70	–	–	﹤0.01%	815
2023 Q1	$8.37K	Buy	+70	New	+$8.37K	﹤0.01%	906