Advisor Group’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$1.62M Sell
21,837
-5,565
-20% -$414K 0.01% 922
2019
Q3
$1.9M Buy
27,402
+3,367
+14% +$234K 0.01% 784
2019
Q2
$1.61M Buy
24,035
+7,311
+44% +$489K 0.01% 860
2019
Q1
$1.03M Buy
16,724
+5,025
+43% +$309K 0.01% 1068
2018
Q4
$586K Sell
11,699
-741
-6% -$37.1K 0.01% 1296
2018
Q3
$650K Buy
12,440
+5,086
+69% +$266K 0.01% 1279
2018
Q2
$339K Buy
7,354
+51
+0.7% +$2.35K ﹤0.01% 1606
2018
Q1
$322K Buy
7,303
+565
+8% +$24.9K ﹤0.01% 1634
2017
Q4
$336K Buy
6,738
+5,248
+352% +$262K ﹤0.01% 1608
2017
Q3
$78K Buy
1,490
+532
+56% +$27.9K ﹤0.01% 2620
2017
Q2
$51K Buy
958
+134
+16% +$7.13K ﹤0.01% 2849
2017
Q1
$40K Sell
824
-222
-21% -$10.8K ﹤0.01% 2888
2016
Q4
$52K Sell
1,046
-117
-10% -$5.82K ﹤0.01% 2597
2016
Q3
$55K Buy
1,163
+117
+11% +$5.53K ﹤0.01% 2467
2016
Q2
$47K Buy
+1,046
New +$47K ﹤0.01% 2456