CWA
Clearview Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,049
| Closed | -$325K | – | 118 |
|
|
2024
Q1 | $325K | Sell |
5,049
-9,622
| -66% | -$619K | 0.33% | 80 |
|
|
2023
Q4 | $780K | Buy |
14,671
+892
| +6% | +$47.5K | 0.91% | 39 |
|
|
2023
Q3 | $742K | Buy |
13,779
+595
| +5% | +$32K | 0.92% | 38 |
|
|
2023
Q2 | $698K | Buy |
13,184
+146
| +1% | +$7.73K | 0.71% | 43 |
|
|
2023
Q1 | $683K | Buy |
13,038
+13,024
| +93,029% | +$683K | 0.69% | 44 |
|
|
2022
Q4 | $708 | Sell |
14
-35
| -71% | -$1.77K | ﹤0.01% | 550 |
|
|
2022
Q3 | $3K | Sell |
49
-126
| -72% | -$7.71K | ﹤0.01% | 467 |
|
|
2022
Q2 | $10K | Sell |
175
-12
| -6% | -$686 | 0.01% | 356 |
|
|
2022
Q1 | $13K | Buy |
187
+14
| +8% | +$973 | 0.01% | 351 |
|
|
2021
Q4 | $15K | Buy |
173
+103
| +147% | +$8.93K | 0.01% | 368 |
|
|
2021
Q3 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 489 |
|