WR Wealth Planners’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12
| Closed | -$745 | – | 1185 |
|
|
2024
Q3 | $745 | Hold |
12
| – | – | ﹤0.01% | 995 |
|
|
2024
Q2 | $671 | Hold |
12
| – | – | ﹤0.01% | 994 |
|
|
2024
Q1 | $772 | Buy |
+12
| New | +$772 | ﹤0.01% | 997 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$646 | – | 802 |
|
|
2023
Q3 | $646 | Hold |
12
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $635 | Hold |
12
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $629 | Buy |
+12
| New | +$629 | ﹤0.01% | 851 |
|