IMA Advisory Services’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-85
| Closed | -$1.32K | – | 251 |
|
|
2023
Q3 | $1.32K | Hold |
85
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $1.88K | Sell |
85
-80
| -48% | -$1.77K | ﹤0.01% | 276 |
|
|
2023
Q1 | $4.4K | Hold |
165
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $3.52K | Sell |
165
-85
| -34% | -$1.81K | ﹤0.01% | 295 |
|
|
2022
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $11K | Sell |
250
-7,813
| -97% | -$344K | ﹤0.01% | 258 |
|
|
2022
Q1 | $965K | Buy |
8,063
+1,280
| +19% | +$153K | 0.22% | 88 |
|
|
2021
Q4 | $832K | Sell |
6,783
-2,942
| -30% | -$361K | 0.18% | 95 |
|
|
2021
Q3 | $1.36M | Buy |
9,725
+739
| +8% | +$103K | 0.32% | 82 |
|
|
2021
Q2 | $1.9M | Sell |
8,986
-1,561
| -15% | -$331K | 0.44% | 76 |
|
|
2021
Q1 | $2.25M | Buy |
+10,547
| New | +$2.25M | 0.55% | 70 |
|