Bedel Financial Consulting’s Tejon Ranch TRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-500
| Closed | -$8K | – | 1011 |
|
2021
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 683 |
|
2020
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 612 |
|
2020
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 574 |
|
2020
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 545 |
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 537 |
|
2019
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 543 |
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 520 |
|
2019
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 523 |
|
2019
Q1 | $9K | Hold |
500
| – | – | 0.01% | 513 |
|
2018
Q4 | $8K | Hold |
500
| – | – | 0.01% | 498 |
|
2018
Q3 | $9K | Hold |
500
| – | – | 0.01% | 493 |
|
2018
Q2 | $12K | Hold |
500
| – | – | 0.01% | 459 |
|
2018
Q1 | $12K | Buy |
+500
| New | +$12K | 0.01% | 459 |
|