CM Wealth Advisors’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-486
| Closed | -$637K | – | 167 |
|
|
2024
Q1 | $637K | Buy |
+486
| New | +$637K | 0.18% | 61 |
|
|
2023
Q3 | – | Sell |
-674
| Closed | -$597K | – | 161 |
|
|
2023
Q2 | $597K | Sell |
674
-6,645
| -91% | -$5.88M | 0.2% | 57 |
|
|
2023
Q1 | $5.44M | Buy |
+7,319
| New | +$5.44M | 1.05% | 7 |
|