United Capital Financial Advisors’s Terreno Realty TRNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,485
| Closed | -$394K | – | 1223 |
|
|
2020
Q2 | $394K | Sell |
7,485
-2,445
| -25% | -$129K | ﹤0.01% | 935 |
|
|
2020
Q1 | $514K | Buy |
9,930
+363
| +4% | +$18.8K | ﹤0.01% | 798 |
|
|
2019
Q4 | $518K | Buy |
9,567
+1,390
| +17% | +$75.3K | ﹤0.01% | 969 |
|
|
2019
Q3 | $418K | Buy |
8,177
+71
| +0.9% | +$3.63K | ﹤0.01% | 986 |
|
|
2019
Q2 | $398K | Buy |
8,106
+119
| +1% | +$5.84K | ﹤0.01% | 1104 |
|
|
2019
Q1 | $336K | Buy |
7,987
+704
| +10% | +$29.6K | ﹤0.01% | 1077 |
|
|
2018
Q4 | $254K | Buy |
+7,283
| New | +$254K | ﹤0.01% | 1120 |
|