Prestige Wealth Management Group’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$374 | – | 1087 |
|
|
2023
Q1 | $374 | Hold |
14
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q4 | $299 | Buy |
14
+2
| +17% | +$43 | ﹤0.01% | 1115 |
|
|
2022
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1070 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 936 |
|