Caldwell Investment Management’s Tricon Residential Inc. TCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-810,740
| Closed | -$7.39M | – | 38 |
|
|
2023
Q4 | $7.39M | Buy |
810,740
+715,000
| +747% | +$6.52M | 5.68% | 7 |
|
|
2023
Q3 | $708K | Hold |
95,740
| – | – | 0.69% | 26 |
|
|
2023
Q2 | $833K | Hold |
95,740
| – | – | 0.63% | 29 |
|
|
2023
Q1 | $742K | Hold |
95,740
| – | – | 0.74% | 23 |
|
|
2022
Q4 | $740K | Hold |
95,740
| – | – | 0.78% | 23 |
|
|
2022
Q3 | $821K | Sell |
95,740
-445,420
| -82% | -$3.82M | 1% | 23 |
|
|
2022
Q2 | $7.06M | Sell |
541,160
-335,840
| -38% | -$4.38M | 7.09% | 7 |
|
|
2022
Q1 | $14.3M | Hold |
877,000
| – | – | 11.35% | 3 |
|
|
2021
Q4 | $13.3M | Buy |
+877,000
| New | +$13.3M | 10.37% | 5 |
|