Avondale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$23K | – | 117 |
|
|
2021
Q3 | $23K | Hold |
200
| – | – | 0.02% | 91 |
|
|
2021
Q2 | $21K | Hold |
200
| – | – | 0.02% | 90 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | 0.02% | 88 |
|
|
2020
Q4 | $17K | Hold |
200
| – | – | 0.02% | 89 |
|
|
2020
Q3 | $17K | Hold |
200
| – | – | 0.03% | 78 |
|
|
2020
Q2 | $14K | Hold |
200
| – | – | 0.02% | 77 |
|
|
2020
Q1 | $14K | Hold |
200
| – | – | 0.02% | 80 |
|
|
2019
Q4 | $15K | Hold |
200
| – | – | 0.02% | 81 |
|
|
2019
Q3 | $14K | Hold |
200
| – | – | 0.02% | 84 |
|
|
2019
Q2 | $13K | Hold |
200
| – | – | 0.01% | 92 |
|
|
2019
Q1 | $12K | Hold |
200
| – | – | 0.01% | 96 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | 0.01% | 98 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | 0.01% | 87 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | 0.01% | 86 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | 0.01% | 92 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 98 |
|