WealthPLAN Partners’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-869
| Closed | -$63.6K | – | 1060 |
|
|
2023
Q2 | $63.6K | Hold |
869
| – | – | 0.01% | 470 |
|
|
2023
Q1 | $65.8K | Buy |
+869
| New | +$65.8K | 0.01% | 507 |
|
|
2018
Q3 | – | Sell |
-3,547
| Closed | -$331K | – | 282 |
|
|
2018
Q2 | $331K | Sell |
3,547
-1,051
| -23% | -$98.1K | 0.07% | 182 |
|
|
2018
Q1 | $459K | Buy |
+4,598
| New | +$459K | 0.1% | 147 |
|
|
2016
Q3 | $7.14K | Sell |
100
-52
| -34% | -$3.71K | ﹤0.01% | 651 |
|
|
2016
Q2 | $5.4K | Buy |
+152
| New | +$5.4K | ﹤0.01% | 1962 |
|
|
2015
Q4 | $6.64K | Buy |
+100
| New | +$6.64K | ﹤0.01% | 1271 |
|