TSWM
Triangle Securities Wealth Management’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,353
| Closed | -$368K | – | 182 |
|
|
2022
Q3 | $368K | Sell |
19,353
-1,055
| -5% | -$20.1K | 0.15% | 145 |
|
|
2022
Q2 | $635K | Buy |
20,408
+190
| +0.9% | +$5.91K | 0.25% | 110 |
|
|
2022
Q1 | $813K | Sell |
20,218
-465
| -2% | -$18.7K | 0.27% | 104 |
|
|
2021
Q4 | $831K | Hold |
20,683
| – | – | 0.26% | 105 |
|
|
2021
Q3 | $802K | Sell |
20,683
-775
| -4% | -$30.1K | 0.27% | 103 |
|
|
2021
Q2 | $979K | Sell |
21,458
-445
| -2% | -$20.3K | 0.33% | 92 |
|
|
2021
Q1 | $831K | Hold |
21,903
| – | – | 0.3% | 100 |
|
|
2020
Q4 | $823K | Sell |
21,903
-1,540
| -7% | -$57.9K | 0.33% | 96 |
|
|
2020
Q3 | $519K | Sell |
23,443
-6,100
| -21% | -$135K | 0.23% | 110 |
|
|
2020
Q2 | $512K | Buy |
29,543
+738
| +3% | +$12.8K | 0.25% | 108 |
|
|
2020
Q1 | $510K | Buy |
28,805
+1,510
| +6% | +$26.7K | 0.29% | 96 |
|
|
2019
Q4 | $960K | Buy |
27,295
+1,990
| +8% | +$70K | 0.42% | 70 |
|
|
2019
Q3 | $799K | Buy |
+25,305
| New | +$799K | 0.39% | 78 |
|
|
2013
Q3 | – | Sell |
-322
| Closed | -$11K | – | 380 |
|
|
2013
Q2 | $11K | Buy |
+322
| New | +$11K | 0.01% | 446 |
|