YorkBridge Wealth Partners’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,960
| Closed | -$346K | – | 270 |
|
|
2022
Q3 | $346K | Sell |
1,960
-1,305
| -40% | -$230K | 0.09% | 168 |
|
|
2022
Q2 | $520K | Sell |
3,265
-229
| -7% | -$36.5K | 0.14% | 124 |
|
|
2022
Q1 | $592K | Buy |
+3,494
| New | +$592K | 0.13% | 125 |
|
|
2019
Q3 | – | Sell |
-125
| Closed | -$21K | – | 483 |
|
|
2019
Q2 | $21K | Hold |
125
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $20K | Buy |
+125
| New | +$20K | 0.01% | 468 |
|