National Wealth Management Group’s Trimble TRMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,376
Closed -$251K 170
2023
Q1
$251K Sell
5,376
-235
-4% -$11K 0.29% 113
2022
Q4
$284K Sell
5,611
-117
-2% -$5.92K 0.34% 94
2022
Q3
$311K Buy
+5,728
New +$311K 0.4% 80