Sheets Smith Wealth Management’s Travel + Leisure Co TNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-26,937
| Closed | -$1.04M | – | 260 |
|
|
2014
Q4 | $1.04M | Sell |
26,937
-520
| -2% | -$20.1K | 0.27% | 109 |
|
|
2014
Q3 | $1.01M | Buy |
27,457
+1,643
| +6% | +$60.3K | 0.27% | 112 |
|
|
2014
Q2 | $882K | Buy |
25,814
+6,304
| +32% | +$215K | 0.24% | 133 |
|
|
2014
Q1 | $645K | Buy |
19,510
+556
| +3% | +$18.4K | 0.18% | 156 |
|
|
2013
Q4 | $631K | Buy |
+18,954
| New | +$631K | 0.17% | 155 |
|