Wellesley Investment Partners’s Travel + Leisure Co TNL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-18,648
| Closed | -$963K | – | 135 |
|
2018
Q1 | $963K | Sell |
18,648
-771
| -4% | -$39.8K | 0.35% | 56 |
|
2017
Q4 | $1.02M | Buy |
19,419
+1,068
| +6% | +$55.8K | 0.38% | 48 |
|
2017
Q3 | $873K | Sell |
18,351
-1,586
| -8% | -$75.5K | 0.36% | 52 |
|
2017
Q2 | $903K | Buy |
19,937
+921
| +5% | +$41.7K | 0.38% | 54 |
|
2017
Q1 | $723K | Buy |
+19,016
| New | +$723K | 0.32% | 60 |
|