AWA
Aaron Wealth Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,878
| Closed | -$2.68M | – | 288 |
|
|
2023
Q3 | $2.68M | Sell |
21,878
-169
| -0.8% | -$20.7K | 0.35% | 44 |
|
|
2023
Q2 | $2.98M | Sell |
22,047
-826
| -4% | -$111K | 0.39% | 44 |
|
|
2023
Q1 | $2.98M | Hold |
22,873
| – | – | 0.41% | 44 |
|
|
2022
Q4 | $2.61M | Buy |
22,873
+176
| +0.8% | +$20.1K | 0.38% | 48 |
|
|
2022
Q3 | $2.33M | Buy |
+22,697
| New | +$2.33M | 0.43% | 46 |
|