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Avondale Wealth Management → STT-PG
Avondale Wealth Management STT-PG Position History
State Street Corporation • Banking
Quarters held
7
Latest value
$2.3M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.6M |
| Q2 2026 | $380K |
| Q2 2026 | $2.3M |
| Q3 2026 | $226K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 37.9K | — | — |
| Q3 2026 | $226K | 1.3K | — | — |
| Q2 2026 | $2.3M | 42.4K | — | — |
| Q2 2026 | $380K | 2.5K | — | — |
| Q1 2026 | $2.6M | 42.2K | — | — |
| Q4 2025 | $1.8M | 39.9K | — | — |
| Q3 2025 | $2.4M | 26.4K | — | — |