Edgestream Partners’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,866
| Closed | -$556K | – | 917 |
|
|
2023
Q1 | $556K | Buy |
+20,866
| New | +$556K | 0.06% | 390 |
|
|
2022
Q3 | – | Sell |
-54,771
| Closed | -$2.4M | – | 611 |
|
|
2022
Q2 | $2.4M | Buy |
54,771
+38,254
| +232% | +$1.68M | 0.19% | 174 |
|
|
2022
Q1 | $1.98M | Sell |
16,517
-18,162
| -52% | -$2.17M | 0.16% | 217 |
|
|
2021
Q4 | $4.25M | Sell |
34,679
-28,720
| -45% | -$3.52M | 0.27% | 115 |
|
|
2021
Q3 | $8.87M | Buy |
63,399
+46,058
| +266% | +$6.44M | 0.55% | 43 |
|
|
2021
Q2 | $3.67M | Buy |
+17,341
| New | +$3.67M | 0.22% | 160 |
|