TSWM
Triangle Securities Wealth Management’s Sabre SABR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.4K | Buy |
+10,579
| New | +$33.4K | 0.01% | 202 |
|
2025
Q1 | – | Sell |
-10,961
| Closed | -$40K | – | 205 |
|
2024
Q4 | $40K | Hold |
10,961
| – | – | 0.01% | 198 |
|
2024
Q3 | $40.2K | Hold |
10,961
| – | – | 0.01% | 199 |
|
2024
Q2 | $29.3K | Buy |
+10,961
| New | +$29.3K | 0.01% | 195 |
|
2021
Q4 | – | Sell |
-36,560
| Closed | -$433K | – | 180 |
|
2021
Q3 | $433K | Buy |
36,560
+7,329
| +25% | +$86.8K | 0.15% | 141 |
|
2021
Q2 | $365K | Buy |
29,231
+2,037
| +7% | +$25.4K | 0.12% | 152 |
|
2021
Q1 | $403K | Buy |
+27,194
| New | +$403K | 0.15% | 141 |
|