Annapolis Financial Services’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-163
| Closed | -$23.8K | – | 459 |
|
|
2023
Q4 | $23.8K | Hold |
163
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $19.9K | Hold |
163
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $22K | Sell |
163
-1
| -0.6% | -$135 | 0.01% | 257 |
|
|
2023
Q1 | $22.1K | Hold |
164
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $19.4K | Hold |
164
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $17K | Hold |
164
| – | – | 0.01% | 280 |
|
|
2022
Q2 | $18K | Hold |
164
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $19K | Hold |
164
| – | – | 0.01% | 260 |
|
|
2021
Q4 | $20K | Hold |
164
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $19K | Hold |
164
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $17K | Hold |
164
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $15K | Hold |
164
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $14K | Buy |
+164
| New | +$14K | 0.01% | 224 |
|