Wealthspire Advisors (Maryland)’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-892
| Closed | -$394K | – | 542 |
|
|
2020
Q2 | $394K | Sell |
892
-48
| -5% | -$21.2K | 0.03% | 295 |
|
|
2020
Q1 | $301K | Buy |
940
+118
| +14% | +$37.8K | 0.03% | 299 |
|
|
2019
Q4 | $460K | Buy |
+822
| New | +$460K | 0.03% | 293 |
|
|
2019
Q2 | – | Sell |
-124
| Closed | -$56K | – | 1889 |
|
|
2019
Q1 | $56K | Sell |
124
-20
| -14% | -$9.03K | ﹤0.01% | 858 |
|
|
2018
Q4 | $49K | Buy |
144
+72
| +100% | +$24.5K | ﹤0.01% | 870 |
|
|
2018
Q3 | $27K | Sell |
72
-2
| -3% | -$750 | ﹤0.01% | 1186 |
|
|
2018
Q2 | $26K | Buy |
74
+26
| +54% | +$9.14K | ﹤0.01% | 1217 |
|
|
2018
Q1 | $15K | Sell |
48
-20
| -29% | -$6.25K | ﹤0.01% | 1412 |
|
|
2017
Q4 | $19K | Buy |
68
+25
| +58% | +$6.99K | ﹤0.01% | 1353 |
|
|
2017
Q3 | $11K | Buy |
43
+19
| +79% | +$4.86K | ﹤0.01% | 1549 |
|
|
2017
Q2 | $6K | Buy |
24
+18
| +300% | +$4.5K | ﹤0.01% | 1724 |
|
|
2017
Q1 | $1K | Buy |
6
+5
| +500% | +$833 | ﹤0.01% | 1841 |
|
|
2016
Q4 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 1840 |
|
|
2016
Q3 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 1659 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1805 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1842 |
|
|
2015
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1772 |
|