TSWM
Triangle Securities Wealth Management’s Advance Auto Parts AAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,619
| Closed | -$254K | – | 185 |
|
|
2023
Q2 | $254K | Sell |
3,619
-930
| -20% | -$65.4K | 0.09% | 171 |
|
|
2023
Q1 | $553K | Sell |
4,549
-549
| -11% | -$66.8K | 0.2% | 128 |
|
|
2022
Q4 | $750K | Buy |
5,098
+796
| +19% | +$117K | 0.27% | 104 |
|
|
2022
Q3 | $673K | Sell |
4,302
-277
| -6% | -$43.3K | 0.28% | 106 |
|
|
2022
Q2 | $793K | Sell |
4,579
-31
| -0.7% | -$5.37K | 0.31% | 95 |
|
|
2022
Q1 | $954K | Sell |
4,610
-730
| -14% | -$151K | 0.32% | 92 |
|
|
2021
Q4 | $1.28M | Sell |
5,340
-50
| -0.9% | -$12K | 0.4% | 80 |
|
|
2021
Q3 | $1.13M | Sell |
5,390
-35
| -0.6% | -$7.31K | 0.38% | 81 |
|
|
2021
Q2 | $1.11M | Hold |
5,425
| – | – | 0.38% | 83 |
|
|
2021
Q1 | $995K | Buy |
5,425
+495
| +10% | +$90.8K | 0.36% | 89 |
|
|
2020
Q4 | $777K | Buy |
4,930
+155
| +3% | +$24.4K | 0.31% | 100 |
|
|
2020
Q3 | $733K | Hold |
4,775
| – | – | 0.33% | 92 |
|
|
2020
Q2 | $680K | Buy |
4,775
+530
| +12% | +$75.5K | 0.33% | 91 |
|
|
2020
Q1 | $396K | Buy |
+4,245
| New | +$396K | 0.23% | 109 |
|