AWM
AE Wealth Management’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
3,160
+541
| +21% | +$39.6K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $208K | Buy |
+2,619
| New | +$208K | ﹤0.01% | 1264 |
|
|
2024
Q2 | – | Sell |
-1,525
| Closed | -$202K | – | 1278 |
|
|
2024
Q1 | $202K | Sell |
1,525
-12,236
| -89% | -$1.62M | ﹤0.01% | 1098 |
|
|
2023
Q4 | $1.59M | Buy |
+13,761
| New | +$1.59M | 0.01% | 981 |
|
|
2017
Q4 | – | Sell |
-39,029
| Closed | -$1.31M | – | 461 |
|
|
2017
Q3 | $1.31M | Sell |
39,029
-4,003
| -9% | -$135K | 0.12% | 113 |
|
|
2017
Q2 | $1.41M | Buy |
+43,032
| New | +$1.41M | 0.17% | 110 |
|