Williams Jones Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,757
| Closed | -$217K | – | 565 |
|
|
2023
Q2 | $217K | Hold |
1,757
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $210K | Sell |
1,757
-177
| -9% | -$21.2K | ﹤0.01% | 512 |
|
|
2022
Q4 | $281K | Sell |
1,934
-16
| -0.8% | -$2.32K | ﹤0.01% | 451 |
|
|
2022
Q3 | $344K | Hold |
1,950
| – | – | 0.01% | 418 |
|
|
2022
Q2 | $311K | Buy |
+1,950
| New | +$311K | 0.01% | 446 |
|