IFP Advisors’s TPG RE Finance Trust TRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16K | Buy |
+260
| New | +$2.16K | ﹤0.01% | 3867 |
|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$9.26K | – | 3348 |
|
|
2024
Q1 | $9.26K | Hold |
1,200
| – | – | ﹤0.01% | 2257 |
|
|
2023
Q4 | $7.8K | Hold |
1,200
| – | – | ﹤0.01% | 2274 |
|
|
2023
Q3 | $8.08K | Hold |
1,200
| – | – | ﹤0.01% | 2341 |
|
|
2023
Q2 | $8.89K | Hold |
1,200
| – | – | ﹤0.01% | 2341 |
|
|
2023
Q1 | $24.6K | Sell |
1,200
-3,282
| -73% | -$67.2K | ﹤0.01% | 1930 |
|
|
2022
Q4 | $93K | Buy |
4,482
+1,232
| +38% | +$25.6K | ﹤0.01% | 1794 |
|
|
2022
Q3 | $67K | Hold |
3,250
| – | – | ﹤0.01% | 2160 |
|
|
2022
Q2 | $67K | Hold |
3,250
| – | – | ﹤0.01% | 1959 |
|
|
2022
Q1 | $67K | Buy |
+3,250
| New | +$67K | ﹤0.01% | 1959 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4524 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4313 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4194 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4007 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3858 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3681 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3606 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$40K | – | 3574 |
|
|
2019
Q3 | $40K | Buy |
+2,000
| New | +$40K | ﹤0.01% | 1475 |
|
|
2019
Q1 | – | Sell |
-605
| Closed | -$11K | – | 3342 |
|
|
2018
Q4 | $11K | Hold |
605
| – | – | ﹤0.01% | 2434 |
|
|
2018
Q3 | $12K | Hold |
605
| – | – | ﹤0.01% | 2730 |
|
|
2018
Q2 | $12K | Buy |
605
+100
| +20% | +$1.98K | ﹤0.01% | 2753 |
|
|
2018
Q1 | $10K | Hold |
505
| – | – | ﹤0.01% | 2800 |
|
|
2017
Q4 | $10K | Buy |
+505
| New | +$10K | ﹤0.01% | 2796 |
|