Valeo Financial Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-189
| Closed | -$19K | – | 1614 |
|
|
2021
Q1 | $19K | Buy |
189
+6
| +3% | +$603 | ﹤0.01% | 1116 |
|
|
2020
Q4 | $19K | Buy |
+183
| New | +$19K | ﹤0.01% | 1016 |
|
|
2018
Q2 | – | Sell |
-467
| Closed | -$17K | – | 1747 |
|
|
2018
Q1 | $17K | Buy |
467
+324
| +227% | +$11.8K | ﹤0.01% | 766 |
|
|
2017
Q4 | $6K | Sell |
143
-1,517
| -91% | -$63.7K | ﹤0.01% | 980 |
|
|
2017
Q3 | $65K | Buy |
+1,660
| New | +$65K | 0.01% | 363 |
|