Wolf Group Capital Advisors’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-1,880
Closed -$209K 109
2016
Q1
$209K Sell
1,880
-1,835
-49% -$204K 0.16% 100
2015
Q4
$450K Sell
3,715
-10,125
-73% -$1.23M 0.34% 76
2015
Q3
$1.69M Buy
13,840
+1,535
+12% +$187K 1.36% 32
2015
Q2
$1.54M Buy
12,305
+3,445
+39% +$430K 1.02% 41
2015
Q1
$1.13M Buy
8,860
+4,636
+110% +$589K 0.78% 52
2014
Q4
$531K Buy
+4,224
New +$531K 0.38% 76