Forvis Mazars Wealth Advisors’s Truett-Hurst, Inc. Class A Common Stock THST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,000
| Closed | -$16K | – | 213 |
|
|
2016
Q3 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 184 |
|
|
2016
Q2 | $15K | Hold |
10,000
| – | – | ﹤0.01% | 186 |
|
|
2016
Q1 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 191 |
|
|
2015
Q4 | $15K | Hold |
10,000
| – | – | ﹤0.01% | 188 |
|
|
2015
Q3 | $10K | Hold |
10,000
| – | – | ﹤0.01% | 180 |
|
|
2015
Q2 | $23K | Buy |
+10,000
| New | +$23K | ﹤0.01% | 181 |
|