CWM
Circle Wealth Management’s Trupanion TRUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,059
| Closed | -$273K | – | 179 |
|
|
2022
Q1 | $273K | Sell |
3,059
-941
| -24% | -$84K | 0.04% | 163 |
|
|
2021
Q4 | $528K | Sell |
4,000
-7,000
| -64% | -$924K | 0.07% | 121 |
|
|
2021
Q3 | $854K | Hold |
11,000
| – | – | 0.12% | 73 |
|
|
2021
Q2 | $1.27M | Hold |
11,000
| – | – | 0.18% | 62 |
|
|
2021
Q1 | $838K | Buy |
+11,000
| New | +$838K | 0.13% | 79 |
|