SFWA
Summit Financial Wealth Advisors’s Travel + Leisure Co TNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,174
| Closed | -$821K | – | 157 |
|
|
2018
Q2 | $821K | Hold |
7,174
| – | – | 0.27% | 68 |
|
|
2018
Q1 | $821K | Sell |
7,174
-242
| -3% | -$27.7K | 0.27% | 68 |
|
|
2017
Q4 | $859K | Sell |
7,416
-1,860
| -20% | -$215K | 0.3% | 70 |
|
|
2017
Q3 | $978K | Sell |
9,276
-889
| -9% | -$93.7K | 0.36% | 65 |
|
|
2017
Q2 | $1.02M | Sell |
10,165
-633
| -6% | -$63.6K | 0.4% | 65 |
|
|
2017
Q1 | $910K | Sell |
10,798
-269
| -2% | -$22.7K | 0.4% | 64 |
|
|
2016
Q4 | $845K | Sell |
11,067
-100
| -0.9% | -$7.64K | 0.37% | 69 |
|
|
2016
Q3 | $752K | Sell |
11,167
-742
| -6% | -$50K | 0.33% | 69 |
|
|
2016
Q2 | $848K | Sell |
11,909
-1,496
| -11% | -$107K | 0.35% | 67 |
|
|
2016
Q1 | $1.03M | Buy |
+13,405
| New | +$1.03M | 0.45% | 55 |
|