PWA
Primoris Wealth Advisors’s TripAdvisor TRIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,333
| Closed | -$202K | – | 67 |
|
|
2022
Q3 | $202K | Sell |
9,333
-3,312
| -26% | -$71.7K | 0.36% | 54 |
|
|
2022
Q2 | $228K | Sell |
12,645
-3,325
| -21% | -$60K | 0.33% | 63 |
|
|
2022
Q1 | $430K | Buy |
15,970
+613
| +4% | +$16.5K | 0.4% | 49 |
|
|
2021
Q4 | $414K | Buy |
+15,357
| New | +$414K | 0.33% | 61 |
|