Integrated Wealth Concepts’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,506
| Closed | -$307K | – | 1051 |
|
|
2021
Q4 | $307K | Sell |
2,506
-181
| -7% | -$22.2K | 0.01% | 762 |
|
|
2021
Q3 | $376K | Buy |
2,687
+206
| +8% | +$28.8K | 0.01% | 653 |
|
|
2021
Q2 | $526K | Buy |
2,481
+201
| +9% | +$42.6K | 0.02% | 524 |
|
|
2021
Q1 | $486K | Buy |
2,280
+577
| +34% | +$123K | 0.02% | 473 |
|
|
2020
Q4 | $466K | Buy |
1,703
+452
| +36% | +$124K | 0.02% | 430 |
|
|
2020
Q3 | $384K | Buy |
1,251
+195
| +18% | +$59.9K | 0.02% | 401 |
|
|
2020
Q2 | $306K | Buy |
+1,056
| New | +$306K | 0.02% | 395 |
|
|
2020
Q1 | – | Sell |
-766
| Closed | -$232K | – | 475 |
|
|
2019
Q4 | $232K | Buy |
766
+35
| +5% | +$10.6K | 0.02% | 427 |
|
|
2019
Q3 | $227K | Buy |
731
+142
| +24% | +$44.1K | 0.03% | 380 |
|
|
2019
Q2 | $247K | Buy |
589
+15
| +3% | +$6.29K | 0.03% | 316 |
|
|
2019
Q1 | $202K | Buy |
+574
| New | +$202K | 0.03% | 315 |
|