GoalVest Advisory’s Trupanion TRUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-349
| Closed | -$14.7K | – | 434 |
|
|
2024
Q3 | $14.7K | Hold |
349
| – | – | ﹤0.01% | 292 |
|
|
2024
Q2 | $10.3K | Hold |
349
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $9.64K | Hold |
349
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $10.6K | Hold |
349
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $9.84K | Hold |
349
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $6.87K | Hold |
349
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $15K | Buy |
349
+92
| +36% | +$3.95K | 0.01% | 170 |
|
|
2022
Q4 | $12.2K | Hold |
257
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $15K | Hold |
257
| – | – | 0.01% | 172 |
|
|
2022
Q2 | $17K | Hold |
257
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $23K | Buy |
+257
| New | +$23K | 0.01% | 190 |
|