Advisory Research’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-16,375
| Closed | -$723K | – | 395 |
|
|
2018
Q1 | $723K | Buy |
16,375
+2,695
| +20% | +$119K | 0.01% | 285 |
|
|
2017
Q4 | $681K | Buy |
13,680
+2,255
| +20% | +$112K | 0.01% | 301 |
|
|
2017
Q3 | $599K | Buy |
11,425
+2,674
| +31% | +$140K | 0.01% | 354 |
|
|
2017
Q2 | $463K | Buy |
+8,751
| New | +$463K | 0.01% | 367 |
|