Trutanic Richard S

Insider profile

Performance

Overall performance
2.3
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 3% 8.2% 15.1%
Success rate 76% 68% 82%
Transactions
4 75% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 2%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Trutanic Richard S's trades of NYLI CBRE Global Infrastructure Megatrends Term Fund's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-05-20 2025-05-16
S Sale
72,988 +3.9%
332.04
US$3,298,438 		72,988 +3.9% 332.04 US$3,298,438
2022-10-14 2022-10-14
B Purchase
34,445 +4.2%
243.30
US$3,374,732 		34,445 +4.2% 243.30 US$3,374,732
2022-05-02 2022-04-27
B Purchase
58,559 -20.9%
254.09
US$3,142,710 		58,559 -20.9% 254.09 US$3,142,710
2022-01-06 2022-01-05
B Purchase
1,000 New position
19.35
US$19,350 		1,000 New position 19.35 US$19,350