Carson Wealth (CWM LLC)’s Triton International Limited TRTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,859
| Closed | -$654K | – | 4629 |
|
|
2023
Q2 | $654K | Buy |
7,859
+2,522
| +47% | +$210K | ﹤0.01% | 854 |
|
|
2023
Q1 | $337K | Buy |
5,337
+4,602
| +626% | +$291K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $51K | Buy |
735
+125
| +20% | +$8.67K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $33K | Hold |
610
| – | – | ﹤0.01% | 1899 |
|
|
2022
Q2 | $32K | Hold |
610
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q1 | $43K | Hold |
610
| – | – | ﹤0.01% | 1671 |
|
|
2021
Q4 | $37K | Buy |
+610
| New | +$37K | ﹤0.01% | 1702 |
|
|
2021
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2021
Q1 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2020
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2020
Q3 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2020
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2020
Q1 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2019
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2019
Q3 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2019
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 2033 |
|
|
2019
Q1 | $12K | Buy |
+235
| New | +$12K | ﹤0.01% | 2033 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$1K | – | 2283 |
|
|
2018
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1779 |
|