TWA
TCI Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$892 | – | 2074 |
|
|
2023
Q1 | $892 | Buy |
17
+3
| +21% | +$157 | ﹤0.01% | 2128 |
|
|
2022
Q4 | $708 | Sell |
14
-364
| -96% | -$18.4K | ﹤0.01% | 2173 |
|
|
2022
Q3 | $21K | Buy |
378
+6
| +2% | +$333 | ﹤0.01% | 644 |
|
|
2022
Q2 | $22K | Buy |
372
+362
| +3,620% | +$21.4K | ﹤0.01% | 615 |
|
|
2022
Q1 | $1K | Sell |
10
-116
| -92% | -$11.6K | ﹤0.01% | 2154 |
|
|
2021
Q4 | $11K | Buy |
126
+2
| +2% | +$175 | ﹤0.01% | 1119 |
|
|
2021
Q3 | $10K | Buy |
124
+4
| +3% | +$323 | ﹤0.01% | 1109 |
|
|
2021
Q2 | $10K | Buy |
120
+66
| +122% | +$5.5K | ﹤0.01% | 965 |
|
|
2021
Q1 | $4K | Buy |
54
+44
| +440% | +$3.26K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1437 |
|
|
2020
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1645 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 1753 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1622 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1547 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1546 |
|
|
2018
Q4 | $0 | Sell |
10
-11
| -52% | – | ﹤0.01% | 1644 |
|
|
2018
Q3 | $1K | Sell |
21
-39
| -65% | -$1.86K | ﹤0.01% | 1322 |
|
|
2018
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1149 |
|