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 |
|