Williams Jones & Associates’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$305K | – | 387 |
|
|
2015
Q1 | $305K | Hold |
2,400
| – | – | 0.01% | 306 |
|
|
2014
Q4 | $301K | Hold |
2,400
| – | – | 0.01% | 303 |
|
|
2014
Q3 | $296K | Hold |
2,400
| – | – | 0.01% | 265 |
|
|
2014
Q2 | $298K | Sell |
2,400
-2,400
| -50% | -$298K | 0.01% | 265 |
|
|
2014
Q1 | $582K | Buy |
4,800
+2,750
| +134% | +$333K | 0.01% | 293 |
|
|
2013
Q4 | $239K | Buy |
+2,050
| New | +$239K | 0.01% | 270 |
|