Focused Wealth Management’s TripAdvisor TRIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,065
| Closed | -$43K | – | 1021 |
|
2021
Q2 | $43K | Buy |
1,065
+845
| +384% | +$34.1K | 0.01% | 398 |
|
2021
Q1 | $12K | Buy |
+220
| New | +$12K | ﹤0.01% | 535 |
|
2014
Q4 | – | Sell |
-100
| Closed | -$9K | – | 693 |
|
2014
Q3 | $9K | Hold |
100
| – | – | 0.01% | 438 |
|
2014
Q2 | $11K | Hold |
100
| – | – | 0.01% | 407 |
|
2014
Q1 | $9K | Hold |
100
| – | – | 0.01% | 412 |
|
2013
Q4 | $8K | Hold |
100
| – | – | 0.01% | 425 |
|
2013
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 393 |
|