Winthrop Partners - WNY’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $670K | Buy |
4,239
+85
| +2% | +$13.4K | 0.45% | 62 |
|
|
2019
Q2 | $706K | Hold |
4,154
| – | – | 0.53% | 58 |
|
|
2019
Q1 | $672K | Sell |
4,154
-76
| -2% | -$12.3K | 0.52% | 60 |
|
|
2018
Q4 | $605K | Hold |
4,230
| – | – | 0.57% | 53 |
|
|
2018
Q3 | $696K | Hold |
4,230
| – | – | 0.56% | 57 |
|
|
2018
Q2 | $720K | Buy |
4,230
+25
| +0.6% | +$4.25K | 0.6% | 53 |
|
|
2018
Q1 | $769K | Hold |
4,205
| – | – | 0.59% | 48 |
|
|
2017
Q4 | $828K | Buy |
+4,205
| New | +$828K | 0.68% | 48 |
|