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Phoenix Wealth Advisors’s LendingTree TREE Stock Holding History

Phoenix Wealth Advisors’s Portfolio TREE Stock Details TREE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,612
Closed -$355K – 385
2021
Q1 		$355K Sell
1,612
-411
-20% -$90.5K 0.28% 73
2020
Q4 		$554K Buy
+2,023
New +$554K 0.42% 54