Crestwood Advisors Group’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$212K | – | 273 |
|
|
2021
Q2 | $212K | Hold |
1,000
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $213K | Hold |
1,000
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $274K | Sell |
1,000
-150
| -13% | -$41.1K | 0.01% | 224 |
|
|
2020
Q3 | $353K | Hold |
1,150
| – | – | 0.01% | 188 |
|
|
2020
Q2 | $333K | Hold |
1,150
| – | – | 0.01% | 193 |
|
|
2020
Q1 | $211K | Hold |
1,150
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $349K | Hold |
1,150
| – | – | 0.01% | 195 |
|
|
2019
Q3 | $357K | Sell |
1,150
-100
| -8% | -$31K | 0.02% | 188 |
|
|
2019
Q2 | $525K | Buy |
+1,250
| New | +$525K | 0.02% | 162 |
|