Arete Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,193
Closed -$237K 408
2019
Q4
$237K Sell
3,193
-104
-3% -$7.72K 0.04% 341
2019
Q3
$229K Buy
3,297
+160
+5% +$11.1K 0.04% 340
2019
Q2
$210K Buy
+3,137
New +$210K 0.04% 361