Greenwich Wealth Management’s TrueCar TRUE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-50,000
| Closed | -$104K | – | 240 |
|
2023
Q3 | $104K | Hold |
50,000
| – | – | 0.01% | 217 |
|
2023
Q2 | $113K | Hold |
50,000
| – | – | 0.01% | 221 |
|
2023
Q1 | $115K | Sell |
50,000
-178,407
| -78% | -$410K | 0.01% | 220 |
|
2022
Q4 | $573K | Buy |
228,407
+205,288
| +888% | +$515K | 0.06% | 150 |
|
2022
Q3 | $35K | Buy |
23,119
+4,423
| +24% | +$6.7K | ﹤0.01% | 231 |
|
2022
Q2 | $48K | Sell |
18,696
-5,812
| -24% | -$14.9K | 0.01% | 229 |
|
2022
Q1 | $97K | Sell |
24,508
-18,941
| -44% | -$75K | 0.01% | 233 |
|
2021
Q4 | $148K | Sell |
43,449
-3,268
| -7% | -$11.1K | 0.01% | 237 |
|
2021
Q3 | $194K | Buy |
+46,717
| New | +$194K | 0.02% | 231 |
|
2020
Q3 | – | Sell |
-16,100
| Closed | -$42K | – | 194 |
|
2020
Q2 | $42K | Sell |
16,100
-100
| -0.6% | -$261 | 0.01% | 186 |
|
2020
Q1 | $39K | Hold |
16,200
| – | – | 0.01% | 180 |
|
2019
Q4 | $77K | Buy |
+16,200
| New | +$77K | 0.02% | 185 |
|