AO
Advisor OS’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,937
| Closed | -$327K | – | 424 |
|
|
2024
Q2 | $327K | Sell |
1,937
-78
| -4% | -$13.1K | 0.04% | 291 |
|
|
2024
Q1 | $314K | Buy |
2,015
+44
| +2% | +$6.86K | 0.04% | 304 |
|
|
2023
Q4 | $288K | Buy |
1,971
+241
| +14% | +$35.2K | 0.04% | 267 |
|
|
2023
Q3 | $212K | Buy |
1,730
+86
| +5% | +$10.5K | 0.03% | 270 |
|
|
2023
Q2 | $222K | Buy |
1,644
+7
| +0.4% | +$945 | 0.04% | 274 |
|
|
2023
Q1 | $213K | Buy |
+1,637
| New | +$213K | 0.05% | 227 |
|