SWA
Stratos Wealth Advisors’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-321
| Closed | -$396K | – | 759 |
|
|
2024
Q1 | $396K | Hold |
321
| – | – | 0.02% | 503 |
|
|
2023
Q4 | $325K | Sell |
321
-29
| -8% | -$29.4K | 0.02% | 537 |
|
|
2023
Q3 | $296K | Buy |
350
+29
| +9% | +$24.5K | 0.02% | 533 |
|
|
2023
Q2 | $288K | Hold |
321
| – | – | 0.02% | 513 |
|
|
2023
Q1 | $237K | Sell |
321
-7
| -2% | -$5.17K | 0.02% | 547 |
|
|
2022
Q4 | $207K | Buy |
+328
| New | +$207K | 0.02% | 543 |
|
|
2022
Q2 | – | Sell |
-352
| Closed | -$229K | – | 554 |
|
|
2022
Q1 | $229K | Sell |
352
-6
| -2% | -$3.9K | 0.02% | 487 |
|
|
2021
Q4 | $228K | Buy |
+358
| New | +$228K | 0.02% | 508 |
|