Sendero Wealth Management’s ITT ITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,871
| Closed | -$527K | – | 162 |
|
|
2024
Q1 | $527K | Hold |
3,871
| – | – | 0.09% | 122 |
|
|
2023
Q4 | $462K | Buy |
3,871
+375
| +11% | +$44.7K | 0.09% | 124 |
|
|
2023
Q3 | $342K | Buy |
3,496
+550
| +19% | +$53.9K | 0.07% | 130 |
|
|
2023
Q2 | $275K | Buy |
2,946
+417
| +16% | +$38.9K | 0.06% | 136 |
|
|
2023
Q1 | $218K | Buy |
+2,529
| New | +$218K | 0.07% | 97 |
|