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Truvvo Partners’s Blackbaud BLKB Stock Holding History

Truvvo Partners’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,305
Closed -$596K – 97
2017
Q4 		$596K Hold
6,305
– – 0.2% 94
2017
Q3 		$554K Hold
6,305
– – 0.18% 96
2017
Q2 		$540K Sell
6,305
-2,713
-30% -$223K 0.2% 92
2017
Q1 		$692K Sell
9,018
-1,107
-11% -$78.5K 0.31% 67
2016
Q4 		$648 Buy
10,125
+360
+4% +$23K 0.23% 77
2016
Q3 		$648K Sell
9,765
-1,130
-10% -$76.4K 0.29% 74
2016
Q2 		$740K Sell
10,895
-3,030
-22% -$191K 0.38% 61
2016
Q1 		$876K Hold
13,925
– – 0.39% 42
2015
Q4 		$917K Buy
+13,925
New +$871K 0.48% 43

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