Wealthspire Advisors (New York)’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 |
-3,123
| Closed | -$262K | – | 622 |
|
|
2021
Q1 | $262K | Buy |
3,123
+311
| +11% | +$26.1K | 0.01% | 595 |
|
|
2020
Q4 | $205K | Buy |
+2,812
| New | +$205K | 0.01% | 549 |
|
|
2020
Q2 | – | Sell |
-4,054
| Closed | -$216K | – | 495 |
|
|
2020
Q1 | $216K | Buy |
+4,054
| New | +$216K | 0.01% | 465 |
|
|
2019
Q1 | – | Sell |
-376
| Closed | -$24K | – | 687 |
|
|
2018
Q4 | $24K | Buy |
+376
| New | +$24K | ﹤0.01% | 309 |
|