Concord Wealth Partners State Street Corp Transaction History

Concord Wealth Partners

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	SELL	$71.65 - $94.11 $1,074 - $1,411	-15 Reduced 27.27%	40 $3,000
Q4 2022 Jan 27, 2023	BUY	$60.09 - $81.34 $3,304 - $4,473	55 New	55 $4,000
Q2 2022 Aug 04, 2022	SELL	$61.65 - $85.84 $2,712 - $3,776	-44 Reduced 23.16%	146 $9,000
Q1 2022 Apr 20, 2022	BUY	$78.17 - $103.77 $5,237 - $6,952	67 Added 54.47%	190 $17,000
Q4 2021 Jan 21, 2022	BUY	$86.12 - $99.92 $2,928 - $3,397	34 Added 38.2%	123 $11,000
Q3 2021 Nov 09, 2021	BUY	$79.59 - $94.28 $1,830 - $2,168	23 Added 34.85%	89 $8,000
Q2 2021 Jul 29, 2021	BUY	$78.6 - $87.98 $4,716 - $5,278	60 Added 1000.0%	66 $5,000
Q1 2021 May 13, 2021	BUY	$70.0 - $86.31 $420 - $517	6 New	6 $1,000

1,022

246M

1.43M

Ticker STT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 366,940,000
Market Cap $35.8B
Description
State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; ...

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