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YorkBridge Wealth Partners’s State Street STT Stock Holding History

YorkBridge Wealth Partners’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-558
Closed -$31K – 578
2019
Q2 		$31K Buy
558
+31
+6% +$1.93K 0.01% 417
2019
Q1 		$35K Sell
527
-308
-37% -$21.4K 0.02% 396
2018
Q4 		$53K Buy
835
+645
+339% +$46.2K 0.03% 326
2018
Q3 		$16K Buy
190
+9
+5% +$791 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% -$19.1K 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% -$10.9K 0.02% 428
2016
Q4 		$41K Buy
+518
New +$39K 0.02% 382

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Harris Associates
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