Wendell David Associates’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $327K | Hold |
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|
2018
Q2 | $363K | Buy |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $381K | Hold |
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|
2017
Q3 | $373K | Hold |
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|
2017
Q2 | $350K | Hold |
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|
2017
Q1 | $310K | Hold |
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|
2016
Q4 | $303K | Sell |
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|
2016
Q3 | $355K | Hold |
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|
2016
Q2 | $276K | Sell |
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|
2016
Q1 | $425K | Sell |
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|
2015
Q4 | $591K | Hold |
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|
2015
Q3 | $600K | Hold |
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|
2015
Q2 | $689K | Buy |
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