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YorkBridge Wealth Partners’s M&T Bank MTB Stock Holding History

YorkBridge Wealth Partners’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,960
Closed -$346K – 270
2022
Q3 		$346K Sell
1,960
-1,305
-40% -$231K 0.09% 168
2022
Q2 		$520K Sell
3,265
-229
-7% -$38.5K 0.14% 124
2022
Q1 		$592K Buy
+3,494
New +$616K 0.13% 125
2019
Q3 		– Sell
-125
Closed -$21K – 483
2019
Q2 		$21K Hold
125
– – 0.01% 469
2019
Q1 		$20K Buy
+125
New +$20.5K 0.01% 468

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