Willow Creek Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,784
Closed -$204K 141
2023
Q2
$204K Buy
+2,784
New +$204K 0.03% 138
2018
Q2
Sell
-2,710
Closed -$270K 74
2018
Q1
$270K Buy
+2,710
New +$270K 0.14% 54