LWAM
Legacy Wealth Asset Management’s Terreno Realty TRNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
15,449
-1,895
| -11% | -$106K | 0.22% | 116 |
|
|
2025
Q1 | $1.1M | Sell |
17,344
-1,078
| -6% | -$68.2K | 0.3% | 89 |
|
|
2024
Q4 | $1.09M | Sell |
18,422
-479
| -3% | -$28.3K | 0.3% | 88 |
|
|
2024
Q3 | $1.26M | Buy |
18,901
+12
| +0.1% | +$802 | 0.34% | 82 |
|
|
2024
Q2 | $1.12M | Buy |
18,889
+324
| +2% | +$19.2K | 0.32% | 85 |
|
|
2024
Q1 | $1.23M | Buy |
18,565
+166
| +0.9% | +$11K | 0.34% | 75 |
|
|
2023
Q4 | $1.15M | Sell |
18,399
-52
| -0.3% | -$3.26K | 0.38% | 77 |
|
|
2023
Q3 | $1.05M | Sell |
18,451
-105
| -0.6% | -$5.96K | 0.38% | 79 |
|
|
2023
Q2 | $1.12M | Buy |
18,556
+1,195
| +7% | +$71.8K | 0.39% | 70 |
|
|
2023
Q1 | $1.12M | Sell |
17,361
-287
| -2% | -$18.5K | 0.4% | 71 |
|
|
2022
Q4 | $1M | Buy |
17,648
+108
| +0.6% | +$6.14K | 0.38% | 79 |
|
|
2022
Q3 | $929K | Buy |
17,540
+1,978
| +13% | +$105K | 0.41% | 74 |
|
|
2022
Q2 | $867K | Buy |
15,562
+250
| +2% | +$13.9K | 0.35% | 106 |
|
|
2022
Q1 | $1.13M | Buy |
15,312
+655
| +4% | +$48.5K | 0.4% | 72 |
|
|
2021
Q4 | $1.25M | Buy |
14,657
+2,343
| +19% | +$200K | 0.42% | 55 |
|
|
2021
Q3 | $779K | Sell |
12,314
-46
| -0.4% | -$2.91K | 0.36% | 113 |
|
|
2021
Q2 | $797K | Buy |
12,360
+215
| +2% | +$13.9K | 0.35% | 111 |
|
|
2021
Q1 | $702K | Buy |
12,145
+87
| +0.7% | +$5.03K | 0.32% | 128 |
|
|
2020
Q4 | $706K | Buy |
+12,058
| New | +$706K | 0.36% | 108 |
|