CAPTRUST Financial Advisors’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-717
| Closed | -$31K | – | 3903 |
|
|
2022
Q2 | $31K | Buy |
717
+265
| +59% | +$11.5K | ﹤0.01% | 3108 |
|
|
2022
Q1 | $54K | Buy |
452
+30
| +7% | +$3.58K | ﹤0.01% | 2734 |
|
|
2021
Q4 | $52K | Buy |
422
+144
| +52% | +$17.7K | ﹤0.01% | 2639 |
|
|
2021
Q3 | $39K | Buy |
278
+29
| +12% | +$4.07K | ﹤0.01% | 2749 |
|
|
2021
Q2 | $53K | Sell |
249
-13
| -5% | -$2.77K | ﹤0.01% | 2481 |
|
|
2021
Q1 | $56K | Buy |
262
+2
| +0.8% | +$427 | ﹤0.01% | 2366 |
|
|
2020
Q4 | $71K | Buy |
260
+15
| +6% | +$4.1K | ﹤0.01% | 1675 |
|
|
2020
Q3 | $77K | Buy |
245
+10
| +4% | +$3.14K | ﹤0.01% | 1460 |
|
|
2020
Q2 | $69K | Buy |
+235
| New | +$69K | ﹤0.01% | 1494 |
|
|
2018
Q4 | – | Sell |
-96
| Closed | -$22K | – | 1676 |
|
|
2018
Q3 | $22K | Sell |
96
-46
| -32% | -$10.5K | ﹤0.01% | 974 |
|
|
2018
Q2 | $30K | Buy |
142
+39
| +38% | +$8.24K | ﹤0.01% | 834 |
|
|
2018
Q1 | $33K | Buy |
103
+3
| +3% | +$961 | ﹤0.01% | 704 |
|
|
2017
Q4 | $34K | Buy |
+100
| New | +$34K | ﹤0.01% | 667 |
|