Bragg Financial Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-10,415
| Closed | -$433K | – | 227 |
|
|
2014
Q2 | $433K | Hold |
10,415
| – | – | 0.1% | 190 |
|
|
2014
Q1 | $407K | Hold |
10,415
| – | – | 0.1% | 190 |
|
|
2013
Q4 | $450K | Hold |
10,415
| – | – | 0.11% | 187 |
|
|
2013
Q3 | $417K | Hold |
10,415
| – | – | 0.11% | 189 |
|
|
2013
Q2 | $388K | Buy |
+10,415
| New | +$388K | 0.11% | 188 |
|