Number of Shares
1,863.00
Current Holdings Value*
$255,380.00
% of Portfolio
1.01%
Total Estimate Gain
$88,275.27
% of Total Estimate Gain
30.62%

1919 Variable Socially Responsive Balanced Fund's M&T Bank Corp Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 1,863.00 shares of M&T Bank Corp(MTB), totaling $255,380.00. This investment constitutes 1.01% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding M&T Bank Corp(MTB) stock.

The initial trade took place in 2022Q4. And since then 1919 Variable Socially Responsive Balanced Fund has made 2 purchases of MTB, at an average price of $154.47, for a total of 1,866.00 shares. In addition, there have been 1 sales at an average price of $120.97 for 3.00 shares. Based on historical transaction data and MTB's current price of $201.91, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his MTB holdings is $88,275.27, reflecting a 30.62% gain to date.

1919 Variable Socially Responsive Balanced Fund MTB ($201.91) Holding Chart

1919 Variable Socially Responsive Balanced Fund MTB ($201.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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