YorkBridge Wealth Partners’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $207K | Sell |
4,093
-310
| -7% | -$15.7K | 0.05% | 246 |
|
|
2022
Q3 | $239K | Sell |
4,403
-348
| -7% | -$18.9K | 0.06% | 240 |
|
|
2022
Q2 | $277K | Buy |
+4,751
| New | +$277K | 0.07% | 209 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$2K | – | 602 |
|
|
2019
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 711 |
|
|
2019
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 710 |
|
|
2018
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 716 |
|
|
2018
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 833 |
|
|
2018
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 827 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 815 |
|
|
2017
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 859 |
|
|
2017
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 849 |
|
|
2017
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 838 |
|
|
2016
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 852 |
|