Wealthspire Advisors (Maryland)’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,775
| Closed | -$72K | – | 1938 |
|
|
2019
Q1 | $72K | Buy |
1,775
+14
| +0.8% | +$568 | 0.01% | 761 |
|
|
2018
Q4 | $58K | Sell |
1,761
-155
| -8% | -$5.11K | 0.01% | 800 |
|
|
2018
Q3 | $83K | Sell |
1,916
-32
| -2% | -$1.39K | 0.01% | 762 |
|
|
2018
Q2 | $64K | Sell |
1,948
-177
| -8% | -$5.82K | 0.01% | 891 |
|
|
2018
Q1 | $76K | Sell |
2,125
-77
| -3% | -$2.75K | 0.01% | 817 |
|
|
2017
Q4 | $89K | Sell |
2,202
-170
| -7% | -$6.87K | 0.01% | 763 |
|
|
2017
Q3 | $93K | Sell |
2,372
-15
| -0.6% | -$588 | 0.01% | 744 |
|
|
2017
Q2 | $85K | Buy |
2,387
+794
| +50% | +$28.3K | 0.01% | 751 |
|
|
2017
Q1 | $51K | Buy |
1,593
+38
| +2% | +$1.22K | 0.01% | 795 |
|
|
2016
Q4 | $47K | Buy |
1,555
+1,535
| +7,675% | +$46.4K | 0.01% | 788 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1663 |
|
|
2016
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1810 |
|
|
2016
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1847 |
|
|
2015
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1774 |
|