AE Wealth Management’s Terreno Realty TRNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,082
| Closed | -$790K | – | 1915 |
|
|
2023
Q4 | $790K | Buy |
13,082
+4,334
| +50% | +$262K | ﹤0.01% | 1241 |
|
|
2023
Q3 | $497K | Buy |
8,748
+1,795
| +26% | +$102K | ﹤0.01% | 1386 |
|
|
2023
Q2 | $418K | Buy |
6,953
+3,259
| +88% | +$196K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $239K | Buy |
+3,694
| New | +$239K | ﹤0.01% | 1652 |
|