YWP
YorkBridge Wealth Partners’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-136
| Closed | -$9K | – | 599 |
|
|
2019
Q2 | $9K | Sell |
136
-50
| -27% | -$3.31K | ﹤0.01% | 595 |
|
|
2019
Q1 | $11K | Sell |
186
-230
| -55% | -$13.6K | 0.01% | 581 |
|
|
2018
Q4 | $17K | Hold |
416
| – | – | 0.01% | 499 |
|
|
2018
Q3 | $23K | Sell |
416
-5
| -1% | -$276 | 0.01% | 496 |
|
|
2018
Q2 | $24K | Sell |
421
-92
| -18% | -$5.25K | 0.01% | 491 |
|
|
2018
Q1 | $26K | Buy |
513
+63
| +14% | +$3.19K | 0.01% | 463 |
|
|
2017
Q4 | $19K | Sell |
450
-219
| -33% | -$9.25K | 0.01% | 534 |
|
|
2017
Q3 | $22K | Hold |
669
| – | – | 0.01% | 499 |
|
|
2017
Q2 | $22K | Hold |
669
| – | – | 0.01% | 489 |
|
|
2017
Q1 | $19K | Buy |
+669
| New | +$19K | 0.01% | 521 |
|