Wetzel 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
2024
Q3
Sell
-155
Closed -$12K 788
2024
Q2
$12K Hold
155
0.01% 426
2024
Q1
$11.3K Hold
155
0.01% 505
2023
Q4
$12K Buy
+155
New +$12K 0.01% 487