Wealthspire Advisors (Maryland)’s Terreno Realty TRNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,883
| Closed | -$210K | – | 505 |
|
|
2019
Q4 | $210K | Sell |
3,883
-227
| -6% | -$12.3K | 0.01% | 462 |
|
|
2019
Q3 | $210K | Hold |
4,110
| – | – | 0.02% | 426 |
|
|
2019
Q2 | $202K | Sell |
4,110
-4,000
| -49% | -$197K | 0.02% | 438 |
|
|
2019
Q1 | $341K | Buy |
8,110
+4,775
| +143% | +$201K | 0.03% | 326 |
|
|
2018
Q4 | $117K | Hold |
3,335
| – | – | 0.01% | 553 |
|
|
2018
Q3 | $126K | Hold |
3,335
| – | – | 0.01% | 598 |
|
|
2018
Q2 | $126K | Sell |
3,335
-845
| -20% | -$31.9K | 0.01% | 611 |
|
|
2018
Q1 | $144K | Hold |
4,180
| – | – | 0.01% | 579 |
|
|
2017
Q4 | $147K | Hold |
4,180
| – | – | 0.01% | 582 |
|
|
2017
Q3 | $151K | Buy |
4,180
+1,680
| +67% | +$60.7K | 0.02% | 567 |
|
|
2017
Q2 | $84K | Buy |
2,500
+1,307
| +110% | +$43.9K | 0.01% | 757 |
|
|
2017
Q1 | $33K | Buy |
+1,193
| New | +$33K | ﹤0.01% | 928 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$2K | – | 1846 |
|
|
2016
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1572 |
|