Creative Planning’s Trustco Bank Corp NY TRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-927
| Closed | -$36K | – | 3467 |
|
|
2017
Q2 | $36K | Buy |
927
+2
| +0.2% | +$78 | ﹤0.01% | 2763 |
|
|
2017
Q1 | $36K | Buy |
925
+2
| +0.2% | +$78 | ﹤0.01% | 2687 |
|
|
2016
Q4 | $40K | Buy |
923
+2
| +0.2% | +$87 | ﹤0.01% | 2553 |
|
|
2016
Q3 | $33K | Buy |
921
+532
| +137% | +$19.1K | ﹤0.01% | 2653 |
|
|
2016
Q2 | $12K | Buy |
389
+2
| +0.5% | +$62 | ﹤0.01% | 3102 |
|
|
2016
Q1 | $12K | Buy |
387
+2
| +0.5% | +$62 | ﹤0.01% | 3094 |
|
|
2015
Q4 | $12K | Sell |
385
-397
| -51% | -$12.4K | ﹤0.01% | 3149 |
|
|
2015
Q3 | $23K | Buy |
+782
| New | +$23K | ﹤0.01% | 2611 |
|
|
2015
Q2 | – | Sell |
-918
| Closed | -$32K | – | 2742 |
|
|
2015
Q1 | $32K | Sell |
918
-60
| -6% | -$2.09K | ﹤0.01% | 2316 |
|
|
2014
Q4 | $36K | Hold |
978
| – | – | ﹤0.01% | 2198 |
|
|
2014
Q3 | $31K | Buy |
978
+600
| +159% | +$19K | ﹤0.01% | 2207 |
|
|
2014
Q2 | $13K | Hold |
378
| – | – | ﹤0.01% | 2700 |
|
|
2014
Q1 | $13K | Buy |
378
+209
| +124% | +$7.19K | ﹤0.01% | 2597 |
|
|
2013
Q4 | $6K | Hold |
169
| – | – | ﹤0.01% | 2783 |
|
|
2013
Q3 | $5K | Hold |
169
| – | – | ﹤0.01% | 2741 |
|
|
2013
Q2 | $5K | Buy |
+169
| New | +$5K | ﹤0.01% | 2559 |
|