Advisor Partners II’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.37M | Buy |
11,195
+3,300
| +42% | +$404K | 0.05% | 377 |
|
2023
Q2 | $1.07M | Buy |
7,895
+360
| +5% | +$48.6K | 0.05% | 371 |
|
2023
Q1 | $1.02M | Buy |
7,535
+320
| +4% | +$43.2K | 0.06% | 352 |
|
2022
Q4 | $854K | Buy |
7,215
+821
| +13% | +$97.2K | 0.05% | 358 |
|
2022
Q3 | $681K | Buy |
+6,394
| New | +$681K | 0.05% | 372 |
|