PWA
Phoenix Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,275
| Closed | -$341K | – | 118 |
|
|
2022
Q3 | $341K | Sell |
6,275
-437
| -7% | -$23.7K | 0.34% | 66 |
|
|
2022
Q2 | $391K | Buy |
+6,712
| New | +$391K | 0.39% | 53 |
|
|
2022
Q1 | – | Sell |
-7,792
| Closed | -$679K | – | 128 |
|
|
2021
Q4 | $679K | Sell |
7,792
-826
| -10% | -$72K | 0.51% | 51 |
|
|
2021
Q3 | $709K | Buy |
8,618
+157
| +2% | +$12.9K | 0.53% | 50 |
|
|
2021
Q2 | $700K | Buy |
+8,461
| New | +$700K | 0.51% | 56 |
|