DWM
Defined Wealth Management’s T-Mobile US TMUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,040
| Closed | -$237K | – | 100 |
|
|
2021
Q4 | $237K | Sell |
2,040
-410
| -17% | -$47.6K | 0.19% | 88 |
|
|
2021
Q3 | $313K | Hold |
2,450
| – | – | 0.28% | 76 |
|
|
2021
Q2 | $355K | Hold |
2,450
| – | – | 0.32% | 70 |
|
|
2021
Q1 | $307K | Hold |
2,450
| – | – | 0.29% | 73 |
|
|
2020
Q4 | $330K | Buy |
+2,450
| New | +$330K | 0.33% | 64 |
|