DWM
Destination Wealth Management’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,732
| Closed | -$564K | – | 204 |
|
|
2022
Q1 | $564K | Sell |
5,732
-88
| -2% | -$8.66K | 0.02% | 130 |
|
|
2021
Q4 | $554K | Sell |
5,820
-2,040
| -26% | -$194K | 0.02% | 136 |
|
|
2021
Q3 | $743K | Buy |
+7,860
| New | +$743K | 0.03% | 115 |
|
|
2018
Q4 | – | Sell |
-8
| Closed | – | – | 692 |
|
|
2018
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 762 |
|