CFA
Camarda Financial Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-48,546
| Closed | -$1.77M | – | 249 |
|
|
2014
Q2 | $1.77M | Sell |
48,546
-361
| -0.7% | -$13.1K | 1.21% | 36 |
|
|
2014
Q1 | $1.67M | Sell |
48,907
-6,352
| -11% | -$217K | 1.28% | 34 |
|
|
2013
Q4 | $2.09M | Buy |
+55,259
| New | +$2.09M | 1.7% | 25 |
|
|
2013
Q3 | – | Sell |
-42,451
| Closed | -$1.38M | – | 227 |
|
|
2013
Q2 | $1.38M | Buy |
+42,451
| New | +$1.38M | 1.27% | 34 |
|