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