IFP Advisors’s Twin Disc TWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
107,202
+882
| +0.8% | +$7.8K | 0.03% | 598 |
|
|
2025
Q1 | $805K | Buy |
+106,320
| New | +$805K | 0.02% | 605 |
|
|
2023
Q1 | – | Sell |
-234
| Closed | -$7K | – | 4372 |
|
|
2022
Q4 | $7K | Buy |
234
+56
| +31% | +$1.68K | ﹤0.01% | 3637 |
|
|
2022
Q3 | $5K | Hold |
178
| – | – | ﹤0.01% | 4062 |
|
|
2022
Q2 | $5K | Hold |
178
| – | – | ﹤0.01% | 3831 |
|
|
2022
Q1 | $5K | Buy |
+178
| New | +$5K | ﹤0.01% | 3831 |
|