Journey Strategic Wealth’s TPI Composites TPIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-90,972
| Closed | -$172K | – | 543 |
|
|
2024
Q4 | $172K | Sell |
90,972
-1,028
| -1% | -$1.94K | 0.01% | 475 |
|
|
2024
Q3 | $419K | Hold |
92,000
| – | – | 0.02% | 255 |
|
|
2024
Q2 | $367K | Buy |
92,000
+9,000
| +11% | +$35.9K | 0.02% | 211 |
|
|
2024
Q1 | $242K | Buy |
83,000
+40,000
| +93% | +$116K | 0.01% | 234 |
|
|
2023
Q4 | $178K | Hold |
43,000
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $114K | Hold |
43,000
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $446K | Buy |
43,000
+23,500
| +121% | +$244K | 0.02% | 93 |
|
|
2023
Q1 | $254K | Sell |
19,500
-26,000
| -57% | -$339K | 0.03% | 190 |
|
|
2022
Q4 | $461K | Buy |
+45,500
| New | +$461K | 0.05% | 104 |
|
|
2022
Q3 | – | Sell |
-17,500
| Closed | -$219K | – | 196 |
|
|
2022
Q2 | $219K | Hold |
17,500
| – | – | 0.03% | 98 |
|
|
2022
Q1 | $246K | Sell |
17,500
-7,500
| -30% | -$105K | 0.03% | 120 |
|
|
2021
Q4 | $374K | Buy |
+25,000
| New | +$374K | 0.04% | 97 |
|