Glassman Wealth Services’s Triumph Group TGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-36
| Closed | -$597 | – | 1645 |
|
2023
Q4 | $597 | Hold |
36
| – | – | ﹤0.01% | 1683 |
|
2023
Q3 | $276 | Sell |
36
-19
| -35% | -$146 | ﹤0.01% | 1837 |
|
2023
Q2 | $680 | Hold |
55
| – | – | ﹤0.01% | 1573 |
|
2023
Q1 | $637 | Hold |
55
| – | – | ﹤0.01% | 1570 |
|
2022
Q4 | $579 | Buy |
+55
| New | +$579 | ﹤0.01% | 1591 |
|
2022
Q3 | – | Sell |
-20
| Closed | – | – | 1976 |
|
2022
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1990 |
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 1554 |
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1481 |
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1364 |
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1355 |
|
2018
Q4 | – | Sell |
-15
| Closed | – | – | 979 |
|
2018
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 958 |
|
2017
Q2 | – | Sell |
-2,671
| Closed | -$69K | – | 654 |
|
2017
Q1 | $69K | Sell |
2,671
-4,180
| -61% | -$108K | 0.05% | 144 |
|
2016
Q4 | $182K | Buy |
+6,851
| New | +$182K | 0.13% | 90 |
|
2016
Q2 | – | Sell |
-3,671
| Closed | -$116K | – | 450 |
|
2016
Q1 | $116K | Hold |
3,671
| – | – | 0.11% | 98 |
|
2015
Q4 | $146K | Buy |
+3,671
| New | +$146K | 0.13% | 92 |
|