TP
BID
Truvvo Partners’s Sotheby's BID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-158,783
| Closed | -$9.05M | – | 45 |
|
|
2019
Q3 | $9.05M | Hold |
158,783
| – | – | 5.04% | 5 |
|
|
2019
Q2 | $9.23M | Hold |
158,783
| – | – | 5.14% | 5 |
|
|
2019
Q1 | $5.99M | Hold |
158,783
| – | – | 4.42% | 6 |
|
|
2018
Q4 | $6.31M | Hold |
158,783
| – | – | 4.52% | 6 |
|
|
2018
Q3 | $7.81M | Hold |
158,783
| – | – | 4.86% | 6 |
|
|
2018
Q2 | $8.63M | Hold |
158,783
| – | – | 5.68% | 5 |
|
|
2018
Q1 | $8.15M | Hold |
158,783
| – | – | 3.01% | 8 |
|
|
2017
Q4 | $8.19M | Hold |
158,783
| – | – | 2.77% | 8 |
|
|
2017
Q3 | $7.32M | Hold |
158,783
| – | – | 2.43% | 10 |
|
|
2017
Q2 | $8.52M | Hold |
158,783
| – | – | 3.08% | 5 |
|
|
2017
Q1 | $7.22M | Hold |
158,783
| – | – | 3.24% | 7 |
|
|
2016
Q4 | $6.33K | Sell |
158,783
-64,633
| -29% | -$2.58K | 2.21% | 9 |
|
|
2016
Q3 | $8.49M | Hold |
223,416
| – | – | 3.82% | 5 |
|
|
2016
Q2 | $6.12M | Hold |
223,416
| – | – | 3.15% | 5 |
|
|
2016
Q1 | $5.97M | Hold |
223,416
| – | – | 2.69% | 7 |
|
|
2015
Q4 | $5.76M | Buy |
+223,416
| New | +$5.76M | 3.01% | 7 |
|