CWP
Concord Wealth Partners’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$1.45K | – | 1020 |
|
|
2023
Q3 | $1.45K | Sell |
27
-15
| -36% | -$808 | ﹤0.01% | 912 |
|
|
2023
Q2 | $2.22K | Hold |
42
| – | – | ﹤0.01% | 853 |
|
|
2023
Q1 | $2.2K | Sell |
42
-51
| -55% | -$2.67K | ﹤0.01% | 798 |
|
|
2022
Q4 | $4.7K | Buy |
+93
| New | +$4.7K | ﹤0.01% | 777 |
|
|
2022
Q3 | – | Sell |
-236
| Closed | -$14K | – | 1064 |
|
|
2022
Q2 | $14K | Sell |
236
-1,966
| -89% | -$117K | ﹤0.01% | 622 |
|
|
2022
Q1 | $159K | Sell |
2,202
-137
| -6% | -$9.89K | 0.04% | 220 |
|
|
2021
Q4 | $204K | Buy |
2,339
+1,951
| +503% | +$170K | 0.05% | 185 |
|
|
2021
Q3 | $32K | Sell |
388
-1,535
| -80% | -$127K | 0.01% | 297 |
|
|
2021
Q2 | $157K | Buy |
1,923
+544
| +39% | +$44.4K | 0.05% | 166 |
|
|
2021
Q1 | $107K | Buy |
+1,379
| New | +$107K | 0.04% | 207 |
|