SW
SkyOak Wealth’s Texas Pacific Land TPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-158
| Closed | -$248K | – | 268 |
|
2023
Q4 | $248K | Sell |
158
-1
| -0.6% | -$1.57K | 0.06% | 205 |
|
2023
Q3 | $290K | Buy |
159
+2
| +1% | +$3.65K | 0.08% | 172 |
|
2023
Q2 | $207K | Buy |
157
+18
| +13% | +$23.7K | 0.06% | 218 |
|
2023
Q1 | $236K | Buy |
+139
| New | +$236K | 0.07% | 196 |
|
2022
Q3 | – | Sell |
-143
| Closed | -$213K | – | 234 |
|
2022
Q2 | $213K | Sell |
143
-50
| -26% | -$74.5K | 0.07% | 183 |
|
2022
Q1 | $261K | Buy |
+193
| New | +$261K | 0.07% | 189 |
|