Creative Planning’s Terreno Realty TRNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
4,892
-4,017
-45% -$225K ﹤0.01% 2964
2025
Q1
$563K Buy
8,909
+2,340
+36% +$148K ﹤0.01% 2174
2024
Q4
$388K Buy
6,569
+804
+14% +$47.5K ﹤0.01% 2456
2024
Q3
$385K Buy
5,765
+968
+20% +$64.7K ﹤0.01% 2326
2024
Q2
$284K Buy
4,797
+312
+7% +$18.5K ﹤0.01% 2386
2024
Q1
$298K Buy
+4,485
New +$298K ﹤0.01% 2250
2023
Q4
Sell
-5,026
Closed -$285K 2990
2023
Q3
$285K Buy
+5,026
New +$285K ﹤0.01% 1973
2023
Q2
Sell
-3,309
Closed -$214K 2689
2023
Q1
$214K Buy
+3,309
New +$214K ﹤0.01% 2073