AE Wealth Management’s TPG TPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,376
| Closed | -$520K | – | 1907 |
|
|
2023
Q4 | $520K | Buy |
12,376
+2,336
| +23% | +$98.2K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $302K | Sell |
10,040
-7,785
| -44% | -$234K | ﹤0.01% | 1606 |
|
|
2023
Q2 | $522K | Sell |
17,825
-5,445
| -23% | -$159K | ﹤0.01% | 1372 |
|
|
2023
Q1 | $683K | Buy |
+23,270
| New | +$683K | ﹤0.01% | 1204 |
|