Cetera Advisor Networks’s Thomson Reuters TRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $553K | Sell |
3,549
-187
| -5% | -$29.1K | ﹤0.01% | 1869 |
|
2023
Q4 | $549K | Buy |
3,736
+225
| +6% | +$33.1K | ﹤0.01% | 1804 |
|
2023
Q3 | $432K | Sell |
3,511
-10
| -0.3% | -$1.23K | ﹤0.01% | 1874 |
|
2023
Q2 | $477K | Buy |
3,521
+501
| +17% | +$67.9K | ﹤0.01% | 1740 |
|
2023
Q1 | $408K | Buy |
3,020
+131
| +5% | +$17.7K | ﹤0.01% | 1839 |
|
2022
Q4 | $342K | Buy |
2,889
+977
| +51% | +$116K | ﹤0.01% | 1905 |
|
2022
Q3 | $204K | Buy |
1,912
+62
| +3% | +$6.62K | ﹤0.01% | 1847 |
|
2022
Q2 | $200K | Sell |
1,850
-25
| -1% | -$2.7K | ﹤0.01% | 1863 |
|
2022
Q1 | $212K | Buy |
1,875
+123
| +7% | +$13.9K | ﹤0.01% | 1855 |
|
2021
Q4 | $217K | Sell |
1,752
-134
| -7% | -$16.6K | ﹤0.01% | 1823 |
|
2021
Q3 | $216K | Buy |
+1,886
| New | +$216K | ﹤0.01% | 1749 |
|
2020
Q3 | – | Sell |
-72
| Closed | -$5K | – | 2882 |
|
2020
Q2 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 2995 |
|