SWMP
Signature Wealth Management Partners’s Transmedics TMDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,200
| Closed | -$444K | – | 111 |
|
|
2022
Q4 | $444K | Hold |
7,200
| – | – | 0.44% | 57 |
|
|
2022
Q3 | $301K | Sell |
7,200
-5,000
| -41% | -$209K | 0.33% | 70 |
|
|
2022
Q2 | $384K | Hold |
12,200
| – | – | 0.39% | 65 |
|
|
2022
Q1 | $329K | Buy |
+12,200
| New | +$329K | 0.28% | 76 |
|
|
2021
Q4 | – | Sell |
-14,000
| Closed | -$463K | – | 115 |
|
|
2021
Q3 | $463K | Hold |
14,000
| – | – | 0.42% | 62 |
|
|
2021
Q2 | $465K | Hold |
14,000
| – | – | 0.42% | 59 |
|
|
2021
Q1 | $581K | Buy |
+14,000
| New | +$581K | 0.56% | 51 |
|