Diversified Trust’s Taseko Mines TGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-14,199
| Closed | -$15K | – | 344 |
|
|
2018
Q2 | $15K | Hold |
14,199
| – | – | ﹤0.01% | 318 |
|
|
2018
Q1 | $16K | Hold |
14,199
| – | – | ﹤0.01% | 311 |
|
|
2017
Q4 | $33K | Buy |
+14,199
| New | +$33K | ﹤0.01% | 301 |
|
|
2014
Q2 | $141K | Buy |
+56,277
| New | +$141K | 0.01% | 527 |
|
|
2013
Q4 | $300K | Sell |
141,492
-26,995
| -16% | -$57.2K | 0.03% | 404 |
|
|
2013
Q3 | $344K | Sell |
168,487
-29,935
| -15% | -$61.1K | 0.04% | 379 |
|
|
2013
Q2 | $374K | Buy |
+198,422
| New | +$374K | 0.04% | 358 |
|