Exencial Wealth Advisors’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,614
| Closed | -$291K | – | 450 |
|
|
2023
Q1 | $291K | Sell |
3,614
-2,556
| -41% | -$206K | 0.02% | 358 |
|
|
2022
Q4 | $418K | Buy |
6,170
+919
| +18% | +$62.3K | 0.02% | 312 |
|
|
2022
Q3 | $374K | Buy |
5,251
+155
| +3% | +$11K | 0.02% | 315 |
|
|
2022
Q2 | $396K | Buy |
5,096
+1,513
| +42% | +$118K | 0.02% | 298 |
|
|
2022
Q1 | $352K | Buy |
+3,583
| New | +$352K | 0.02% | 336 |
|