Truvvo Partners’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,263
| Closed | -$295K | – | 121 |
|
|
2017
Q4 | $295K | Hold |
7,263
| – | – | 0.1% | 117 |
|
|
2017
Q3 | $285K | Sell |
7,263
-2,437
| -25% | -$95.6K | 0.09% | 118 |
|
|
2017
Q2 | $346K | Hold |
9,700
| – | – | 0.13% | 109 |
|
|
2017
Q1 | $310K | Buy |
9,700
+45
| +0.5% | +$1.44K | 0.14% | 105 |
|
|
2016
Q4 | $291 | Sell |
9,655
-1,608
| -14% | -$48 | 0.1% | 115 |
|
|
2016
Q3 | $322K | Sell |
11,263
-3,356
| -23% | -$95.9K | 0.14% | 109 |
|
|
2016
Q2 | $356K | Hold |
14,619
| – | – | 0.18% | 103 |
|
|
2016
Q1 | $363K | Hold |
14,619
| – | – | 0.16% | 106 |
|
|
2015
Q4 | $314K | Buy |
+14,619
| New | +$314K | 0.16% | 96 |
|