MSFP
Mark Sheptoff Financial Planning’s Trinity Industries TRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-100
| Closed | -$2K | – | 374 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 322 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$7K | – | 401 |
|
|
2015
Q4 | $7K | Sell |
300
-3,900
| -93% | -$91K | 0.01% | 290 |
|
|
2015
Q3 | $95K | Buy |
+4,200
| New | +$95K | 0.08% | 137 |
|
|
2015
Q2 | – | Sell |
-326
| Closed | -$12K | – | 405 |
|
|
2015
Q1 | $12K | Buy |
326
+1
| +0.3% | +$37 | 0.01% | 255 |
|
|
2014
Q4 | $9K | Sell |
325
-25,542
| -99% | -$707K | 0.01% | 268 |
|
|
2014
Q3 | $1.21M | Buy |
25,867
+3,003
| +13% | +$140K | 1.07% | 26 |
|
|
2014
Q2 | $1M | Buy |
22,864
+12,684
| +125% | +$555K | 0.85% | 37 |
|
|
2014
Q1 | $734K | Buy |
+10,180
| New | +$734K | 0.65% | 46 |
|