Stevens First Principles Investment Advisors’s Triumph Group TGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,930
| Closed | -$502K | – | 201 |
|
|
2015
Q3 | $502K | Sell |
11,930
-60
| -0.5% | -$2.53K | 0.4% | 52 |
|
|
2015
Q2 | $791K | Hold |
11,990
| – | – | 0.51% | 57 |
|
|
2015
Q1 | $716K | Buy |
11,990
+1,280
| +12% | +$76.4K | 0.46% | 54 |
|
|
2014
Q4 | $720K | Buy |
10,710
+140
| +1% | +$9.41K | 0.47% | 55 |
|
|
2014
Q3 | $688K | Buy |
10,570
+2,285
| +28% | +$149K | 0.38% | 61 |
|
|
2014
Q2 | $578K | Sell |
8,285
-30
| -0.4% | -$2.09K | 0.32% | 64 |
|
|
2014
Q1 | $537K | Buy |
+8,315
| New | +$537K | 0.35% | 59 |
|