Weld Capital Management’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 |
-6,758
| Closed | -$568K | – | 375 |
|
|
2021
Q1 | $568K | Buy |
+6,758
| New | +$568K | 0.24% | 158 |
|
|
2020
Q1 | – | Sell |
-8,518
| Closed | -$674K | – | 694 |
|
|
2019
Q4 | $674K | Buy |
+8,518
| New | +$674K | 0.13% | 267 |
|
|
2019
Q3 | – | Sell |
-13,995
| Closed | -$785K | – | 987 |
|
|
2019
Q2 | $785K | Buy |
13,995
+4,714
| +51% | +$264K | 0.14% | 251 |
|
|
2019
Q1 | $611K | Buy |
+9,281
| New | +$611K | 0.11% | 337 |
|