VisionPoint Advisory Group’s Treace Medical Concepts TMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,347
| Closed | -$31K | – | 314 |
|
|
2024
Q3 | $31K | Hold |
5,347
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $35.6K | Hold |
5,347
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $69.8K | Hold |
5,347
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $68.2K | Hold |
5,347
| – | – | 0.03% | 218 |
|
|
2023
Q3 | $70.1K | Hold |
5,347
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $137K | Buy |
+5,347
| New | +$137K | 0.06% | 153 |
|
|
2022
Q3 | – | Sell |
-10,347
| Closed | -$201K | – | 106 |
|
|
2022
Q2 | $201K | Hold |
10,347
| – | – | 0.08% | 96 |
|
|
2022
Q1 | $141K | Sell |
10,347
-4,250
| -29% | -$57.9K | 0.07% | 89 |
|
|
2021
Q4 | $270K | Sell |
14,597
-13,100
| -47% | -$242K | 0.12% | 87 |
|
|
2021
Q3 | $660K | Buy |
+27,697
| New | +$660K | 0.29% | 59 |
|