YorkBridge Wealth Partners’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-558
| Closed | -$31K | – | 578 |
|
|
2019
Q2 | $31K | Buy |
558
+31
| +6% | +$1.72K | 0.01% | 417 |
|
|
2019
Q1 | $35K | Sell |
527
-308
| -37% | -$20.5K | 0.02% | 396 |
|
|
2018
Q4 | $53K | Buy |
835
+645
| +339% | +$40.9K | 0.03% | 326 |
|
|
2018
Q3 | $16K | Buy |
190
+9
| +5% | +$758 | 0.01% | 564 |
|
|
2018
Q2 | $17K | Hold |
181
| – | – | 0.01% | 569 |
|
|
2018
Q1 | $18K | Hold |
181
| – | – | 0.01% | 557 |
|
|
2017
Q4 | $19K | Sell |
181
-200
| -52% | -$21K | 0.01% | 533 |
|
|
2017
Q3 | $36K | Hold |
381
| – | – | 0.02% | 419 |
|
|
2017
Q2 | $35K | Hold |
381
| – | – | 0.02% | 421 |
|
|
2017
Q1 | $32K | Sell |
381
-137
| -26% | -$11.5K | 0.02% | 428 |
|
|
2016
Q4 | $41K | Buy |
+518
| New | +$41K | 0.02% | 382 |
|