Winifred I. Li’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $34K | Hold |
425
| – | – | 0.03% | 331 |
|
|
2014
Q3 | $31K | Sell |
425
-400
| -48% | -$29.2K | 0.03% | 332 |
|
|
2014
Q2 | $55K | Hold |
825
| – | – | 0.05% | 283 |
|
|
2014
Q1 | $57K | Hold |
825
| – | – | 0.05% | 270 |
|
|
2013
Q4 | $60K | Sell |
825
-75
| -8% | -$5.46K | 0.05% | 260 |
|
|
2013
Q3 | $59K | Sell |
900
-300
| -25% | -$19.7K | 0.05% | 257 |
|
|
2013
Q2 | $78K | Buy |
+1,200
| New | +$78K | 0.07% | 210 |
|