TruWealth Advisors’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,077
| Closed | -$436K | – | 150 |
|
2023
Q2 | $436K | Sell |
1,077
-82
| -7% | -$33.2K | 0.04% | 95 |
|
2023
Q1 | $479K | Sell |
1,159
-3
| -0.3% | -$1.24K | 0.04% | 89 |
|
2022
Q4 | $498K | Buy |
1,162
+53
| +5% | +$22.7K | 0.05% | 88 |
|
2022
Q3 | $370K | Buy |
1,109
+100
| +10% | +$33.4K | 0.04% | 91 |
|
2022
Q2 | $302K | Buy |
1,009
+192
| +24% | +$57.5K | 0.03% | 100 |
|
2022
Q1 | $339K | Buy |
817
+139
| +21% | +$57.7K | 0.04% | 87 |
|
2021
Q4 | $232K | Buy |
678
+50
| +8% | +$17.1K | 0.02% | 113 |
|
2021
Q3 | $210K | Buy |
+628
| New | +$210K | 0.02% | 112 |
|