Wealthspire Advisors (Maryland)’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-634
| Closed | -$99K | – | 1446 |
|
|
2019
Q1 | $99K | Buy |
634
+26
| +4% | +$4.06K | 0.01% | 644 |
|
|
2018
Q4 | $87K | Buy |
608
+73
| +14% | +$10.4K | 0.01% | 650 |
|
|
2018
Q3 | $88K | Buy |
535
+50
| +10% | +$8.22K | 0.01% | 741 |
|
|
2018
Q2 | $83K | Sell |
485
-66
| -12% | -$11.3K | 0.01% | 776 |
|
|
2018
Q1 | $102K | Buy |
551
+52
| +10% | +$9.63K | 0.01% | 706 |
|
|
2017
Q4 | $85K | Buy |
499
+109
| +28% | +$18.6K | 0.01% | 781 |
|
|
2017
Q3 | $63K | Buy |
390
+2
| +0.5% | +$323 | 0.01% | 885 |
|
|
2017
Q2 | $63K | Buy |
388
+85
| +28% | +$13.8K | 0.01% | 860 |
|
|
2017
Q1 | $47K | Buy |
303
+13
| +4% | +$2.02K | 0.01% | 817 |
|
|
2016
Q4 | $45K | Buy |
290
+19
| +7% | +$2.95K | 0.01% | 796 |
|
|
2016
Q3 | $31K | Hold |
271
| – | – | ﹤0.01% | 920 |
|
|
2016
Q2 | $32K | Sell |
271
-2
| -0.7% | -$236 | 0.01% | 845 |
|
|
2016
Q1 | $30K | Sell |
273
-414
| -60% | -$45.5K | 0.01% | 837 |
|
|
2015
Q4 | $83K | Buy |
+687
| New | +$83K | 0.02% | 577 |
|