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Castle Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Castle Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-42
Closed -$1K – 662
2022
Q3 		$1K Hold
42
– – ﹤0.01% 651
2022
Q2 		$1K Buy
+42
New +$1.75K ﹤0.01% 652

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PCM
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Stifel Financial
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Citadel Advisors
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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MG
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Jane Street
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Commonwealth Equity Services
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Castle Wealth Management's DJT Position: Q4 2022 in Review

Castle Wealth Management sold out of Trump Media & Technology Group (DJT) in Q4 2022, closing a stake of 42 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in DJT in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 151 funds tracked by Wall St. Rank hold DJT as of Q4 2022.

  • Castle Wealth Management reported no remaining Trump Media & Technology Group position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 42 Trump Media & Technology Group shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Trump Media & Technology Group in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Trump Media & Technology Group position peaked at $1K in Q3 2022.
  • 151 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.