AE Wealth Management’s Trueblue TBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
19,593
-23
| -0.1% | -$149 | ﹤0.01% | 1421 |
|
|
2025
Q1 | $104K | Buy |
19,616
+6,973
| +55% | +$37K | ﹤0.01% | 1434 |
|
|
2024
Q4 | $106K | Buy |
+12,643
| New | +$106K | ﹤0.01% | 1410 |
|
|
2023
Q1 | – | Sell |
-49,854
| Closed | -$976K | – | 1996 |
|
|
2022
Q4 | $976K | Buy |
49,854
+3,706
| +8% | +$72.6K | 0.01% | 988 |
|
|
2022
Q3 | $881K | Buy |
+46,148
| New | +$881K | 0.01% | 989 |
|