Atria Wealth Solutions’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,675
| Closed | -$301K | – | 2039 |
|
|
2024
Q1 | $301K | Sell |
4,675
-381
| -8% | -$24.5K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $269K | Buy |
5,056
+697
| +16% | +$37.1K | ﹤0.01% | 1563 |
|
|
2023
Q3 | $235K | Buy |
+4,359
| New | +$235K | ﹤0.01% | 1569 |
|
|
2023
Q2 | – | Sell |
-5,082
| Closed | -$266K | – | 1976 |
|
|
2023
Q1 | $266K | Buy |
5,082
+35
| +0.7% | +$1.84K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $255K | Buy |
+5,047
| New | +$255K | ﹤0.01% | 1446 |
|