Certified Advisory Corp’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 |
-15
| Closed | -$2K | – | 254 |
|
|
2021
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 236 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$3K | – | 689 |
|
|
2021
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 720 |
|
|
2020
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 713 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 716 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 747 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 750 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 758 |
|
|
2019
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 699 |
|
|
2018
Q4 | $1K | Buy |
30
+3
| +11% | +$100 | ﹤0.01% | 718 |
|
|
2018
Q3 | $1K | Sell |
27
-3
| -10% | -$111 | ﹤0.01% | 753 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 744 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 713 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 673 |
|