Phillips Wealth Planners’s Terreno Realty TRNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
4,473
-55
| -1% | -$3.13K | 0.23% | 154 |
|
|
2025
Q1 | $247K | Buy |
4,528
+632
| +16% | +$34.5K | 0.26% | 138 |
|
|
2024
Q4 | $226K | Sell |
3,896
-124
| -3% | -$7.18K | 0.23% | 161 |
|
|
2024
Q3 | $269K | Sell |
4,020
-8
| -0.2% | -$536 | 0.26% | 144 |
|
|
2024
Q2 | $251K | Sell |
4,028
-466
| -10% | -$29K | 0.26% | 144 |
|
|
2024
Q1 | $263K | Buy |
4,494
+35
| +0.8% | +$2.05K | 0.3% | 130 |
|
|
2023
Q4 | $274K | Buy |
+4,459
| New | +$274K | 0.33% | 114 |
|