BWM
BNC Wealth Management’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,858
| Closed | -$1.38M | – | 141 |
|
|
2021
Q4 | $1.38M | Buy |
15,858
+1,229
| +8% | +$107K | 0.65% | 47 |
|
|
2021
Q3 | $1.2M | Buy |
14,629
+710
| +5% | +$58.4K | 0.71% | 44 |
|
|
2021
Q2 | $1.14M | Buy |
13,919
+1,686
| +14% | +$138K | 0.69% | 46 |
|
|
2021
Q1 | $952K | Buy |
+12,233
| New | +$952K | 0.68% | 49 |
|
|
2020
Q4 | – | Sell |
-38
| Closed | -$2K | – | 425 |
|
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 459 |
|