Wealthstreet Investment Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,233
Closed -$208K 346
2018
Q2
$208K Sell
2,233
-300
-12% -$27.9K 0.03% 327
2018
Q1
$253K Buy
2,533
+33
+1% +$3.3K 0.03% 306
2017
Q4
$244K Buy
+2,500
New +$244K 0.03% 303