KWM
Kaydan Wealth Management’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
4,211
| – | – | 0.1% | 84 |
|
|
2025
Q1 | $334K | Hold |
4,211
| – | – | 0.11% | 80 |
|
|
2024
Q4 | $382K | Hold |
4,211
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $408K | Sell |
4,211
-15
| -0.4% | -$1.46K | 0.12% | 70 |
|
|
2024
Q2 | $423K | Sell |
4,226
-13
| -0.3% | -$1.3K | 0.15% | 69 |
|
|
2024
Q1 | $562K | Sell |
4,239
-14
| -0.3% | -$1.86K | 0.19% | 51 |
|
|
2023
Q4 | $506K | Sell |
4,253
-14
| -0.3% | -$1.67K | 0.21% | 52 |
|
|
2023
Q3 | $497K | Sell |
4,267
-14
| -0.3% | -$1.63K | 0.2% | 51 |
|
|
2023
Q2 | $407K | Hold |
4,281
| – | – | 0.17% | 62 |
|
|
2023
Q1 | $345K | Buy |
+4,281
| New | +$345K | 0.14% | 68 |
|