BPWA
Beacon Pointe Wealth Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $657K | Sell |
9,172
-3,100
| -25% | -$222K | 0.12% | 137 |
|
|
2019
Q3 | $822K | Sell |
12,272
-60
| -0.5% | -$4.02K | 0.17% | 113 |
|
|
2019
Q2 | $795K | Buy |
12,332
+607
| +5% | +$39.1K | 0.17% | 117 |
|
|
2019
Q1 | $695K | Buy |
+11,725
| New | +$695K | 0.16% | 122 |
|