TCPG
Trivant Custom Portfolio Group’s Diamond Hill DHIL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-200
| Closed | -$30.8K | – | 187 |
|
2024
Q1 | $30.8K | Hold |
200
| – | – | 0.02% | 112 |
|
2023
Q4 | $33.1K | Hold |
200
| – | – | 0.02% | 123 |
|
2023
Q3 | $33.7K | Sell |
200
-100
| -33% | -$16.9K | 0.02% | 112 |
|
2023
Q2 | $51.4K | Hold |
300
| – | – | 0.04% | 103 |
|
2023
Q1 | $49.4K | Buy |
+300
| New | +$49.4K | 0.04% | 117 |
|