Stelac Advisory Services’s Tejon Ranch TRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,845
| Closed | -$170K | – | 130 |
|
|
2018
Q3 | $170K | Sell |
7,845
-172
| -2% | -$3.73K | 0.05% | 89 |
|
|
2018
Q2 | $195K | Buy |
8,017
+958
| +14% | +$23.3K | 0.05% | 84 |
|
|
2018
Q1 | $163K | Buy |
7,059
+1,695
| +32% | +$39.1K | 0.05% | 81 |
|
|
2017
Q4 | $111K | Sell |
5,364
-697
| -11% | -$14.4K | 0.05% | 60 |
|
|
2017
Q3 | $124K | Buy |
+6,061
| New | +$124K | 0.04% | 73 |
|