WP
WMS Partners’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,294
| Closed | -$220K | – | 207 |
|
|
2019
Q4 | $220K | Hold |
1,294
| – | – | 0.05% | 200 |
|
|
2019
Q3 | $204K | Sell |
1,294
-100
| -7% | -$15.8K | 0.05% | 212 |
|
|
2019
Q2 | $237K | Hold |
1,394
| – | – | 0.06% | 192 |
|
|
2019
Q1 | $219K | Buy |
+1,394
| New | +$219K | 0.05% | 182 |
|
|
2018
Q2 | – | Sell |
-1,106
| Closed | -$204K | – | 223 |
|
|
2018
Q1 | $204K | Buy |
+1,106
| New | +$204K | 0.02% | 211 |
|
|
2015
Q2 | – | Sell |
-1,744
| Closed | -$221K | – | 290 |
|
|
2015
Q1 | $221K | Buy |
+1,744
| New | +$221K | 0.03% | 242 |
|