AE Wealth Management’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,100
Closed -$335K 1873
2022
Q2
$335K Buy
+3,100
New +$335K ﹤0.01% 1391