Liberty Wealth Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-160
| Closed | -$13K | – | 1016 |
|
|
2021
Q3 | $13K | Hold |
160
| – | – | ﹤0.01% | 772 |
|
|
2021
Q2 | $13K | Sell |
160
-240
| -60% | -$19.5K | 0.01% | 604 |
|
|
2021
Q1 | $27K | Hold |
400
| – | – | 0.01% | 408 |
|
|
2020
Q4 | $27K | Hold |
400
| – | – | 0.01% | 405 |
|
|
2020
Q3 | $19K | Hold |
400
| – | – | 0.01% | 412 |
|
|
2020
Q2 | $17K | Sell |
400
-33
| -8% | -$1.4K | 0.01% | 407 |
|
|
2020
Q1 | $14K | Sell |
433
-440
| -50% | -$14.2K | 0.01% | 418 |
|
|
2019
Q4 | $36K | Hold |
873
| – | – | 0.03% | 316 |
|
|
2019
Q3 | $34K | Hold |
873
| – | – | 0.03% | 306 |
|
|
2019
Q2 | $39K | Sell |
873
-268
| -23% | -$12K | 0.03% | 291 |
|
|
2019
Q1 | $46K | Buy |
1,141
+33
| +3% | +$1.33K | 0.03% | 209 |
|
|
2018
Q4 | $36K | Buy |
+1,108
| New | +$36K | 0.03% | 232 |
|