SWA
Sutton Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.85K | Hold |
90
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $4.77K | Buy |
+90
| New | +$4.77K | ﹤0.01% | 577 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1.52K | – | 1731 |
|
|
2022
Q3 | $1.52K | Buy |
28
+26
| +1,300% | +$1.41K | ﹤0.01% | 1217 |
|
|
2022
Q2 | $116 | Sell |
2
-8
| -80% | -$464 | ﹤0.01% | 1607 |
|
|
2022
Q1 | $721 | Buy |
10
+8
| +400% | +$577 | ﹤0.01% | 1420 |
|
|
2021
Q4 | $174 | Hold |
2
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q3 | $165 | Buy |
+2
| New | +$165 | ﹤0.01% | 1301 |
|