Transform Wealth’s Travel + Leisure Co TNL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-28,697
| Closed | -$1.27M | – | 218 |
|
2018
Q2 | $1.27M | Sell |
28,697
-26,773
| -48% | -$1.18M | 0.23% | 118 |
|
2018
Q1 | $2.87M | Buy |
55,470
+3,138
| +6% | +$162K | 0.54% | 67 |
|
2017
Q4 | $2.74M | Buy |
52,332
+3,753
| +8% | +$196K | 0.5% | 68 |
|
2017
Q3 | $2.31M | Buy |
+48,579
| New | +$2.31M | 0.81% | 33 |
|