Advocacy Wealth Management Services’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13
| Closed | -$2K | – | 202 |
|
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 157 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 154 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 149 |
|
|
2021
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 186 |
|
|
2016
Q3 | – | Sell |
-438
| Closed | -$20K | – | 390 |
|
|
2016
Q2 | $20K | Sell |
438
-260
| -37% | -$11.9K | 0.01% | 240 |
|
|
2016
Q1 | $32K | Buy |
+698
| New | +$32K | 0.02% | 228 |
|