Icon Wealth Partners’s Transmontaigne TLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,927
| Closed | -$362K | – | 916 |
|
|
2018
Q4 | $362K | Hold |
8,927
| – | – | 0.17% | 84 |
|
|
2018
Q3 | $344K | Hold |
8,927
| – | – | 0.14% | 119 |
|
|
2018
Q2 | $329K | Hold |
8,927
| – | – | 0.14% | 114 |
|
|
2018
Q1 | $319K | Buy |
8,927
+173
| +2% | +$6.18K | 0.17% | 124 |
|
|
2017
Q4 | $345K | Buy |
+8,754
| New | +$345K | 0.17% | 121 |
|