Winthrop Partners - WNY’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.8K | Hold |
98
| – | – | ﹤0.01% | 267 |
|
|
2019
Q2 | $5.49K | Hold |
98
| – | – | ﹤0.01% | 208 |
|
|
2019
Q1 | $6.62K | Hold |
98
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $6.18K | Sell |
98
-345
| -78% | -$21.8K | 0.01% | 219 |
|
|
2018
Q3 | $37.1K | Hold |
443
| – | – | 0.03% | 186 |
|
|
2018
Q2 | $41.2K | Hold |
443
| – | – | 0.03% | 191 |
|
|
2018
Q1 | $43.5K | Buy |
+443
| New | +$43.5K | 0.03% | 225 |
|