BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-385
| Closed | -$45.5K | – | 1092 |
|
|
2022
Q4 | $45.5K | Hold |
385
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $41K | Hold |
385
| – | – | 0.01% | 439 |
|
|
2022
Q2 | $42K | Hold |
385
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $43K | Hold |
385
| – | – | ﹤0.01% | 462 |
|
|
2021
Q4 | $48K | Hold |
385
| – | – | 0.01% | 454 |
|
|
2021
Q3 | $44K | Hold |
385
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $40K | Hold |
385
| – | – | ﹤0.01% | 495 |
|
|
2021
Q1 | $35K | Buy |
+385
| New | +$35K | ﹤0.01% | 509 |
|