CWM
Cornerstone Wealth Management’s TripAdvisor TRIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,775
| Closed | -$203K | – | 491 |
|
|
2021
Q1 | $203K | Buy |
+3,775
| New | +$203K | 0.02% | 436 |
|
|
2018
Q4 | – | Sell |
-20,600
| Closed | -$490K | – | 1066 |
|
|
2018
Q3 | $490K | Buy |
20,600
+2,476
| +14% | +$58.9K | 0.01% | 931 |
|
|
2018
Q2 | $323K | Buy |
+18,124
| New | +$323K | ﹤0.01% | 1167 |
|