WFG Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1487 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1414 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1478 |
|
|
2016
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1465 |
|
|
2016
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1429 |
|
|
2015
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1470 |
|
|
2015
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1502 |
|
|
2015
Q2 | $1K | Sell |
9
-25
| -74% | -$2.78K | ﹤0.01% | 1572 |
|
|
2015
Q1 | $4K | Sell |
34
-555
| -94% | -$65.3K | ﹤0.01% | 1414 |
|
|
2014
Q4 | $74K | Hold |
589
| – | – | 0.02% | 736 |
|
|
2014
Q3 | $73K | Buy |
589
+45
| +8% | +$5.58K | 0.01% | 782 |
|
|
2014
Q2 | $67K | Hold |
544
| – | – | 0.01% | 803 |
|
|
2014
Q1 | $66K | Sell |
544
-5,397
| -91% | -$655K | 0.01% | 791 |
|
|
2013
Q4 | $692K | Sell |
5,941
-576
| -9% | -$67.1K | 0.1% | 236 |
|
|
2013
Q3 | $729K | Sell |
6,517
-951
| -13% | -$106K | 0.11% | 210 |
|
|
2013
Q2 | $835K | Buy |
+7,468
| New | +$835K | 0.14% | 180 |
|