Cetera Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $494K | Buy |
3,172
+341
| +12% | +$53.1K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $416K | Buy |
2,831
+11
| +0.4% | +$1.62K | 0.01% | 1232 |
|
|
2023
Q3 | $347K | Hold |
2,820
| – | – | 0.01% | 1249 |
|
|
2023
Q2 | $382K | Sell |
2,820
-511
| -15% | -$69.3K | 0.01% | 1181 |
|
|
2023
Q1 | $450K | Buy |
+3,331
| New | +$450K | 0.01% | 1071 |
|
|
2020
Q1 | – | Sell |
-5,292
| Closed | -$391K | – | 946 |
|
|
2019
Q4 | $391K | Sell |
5,292
-288
| -5% | -$21.3K | 0.02% | 629 |
|
|
2019
Q3 | $386K | Buy |
5,580
+26
| +0.5% | +$1.8K | 0.02% | 617 |
|
|
2019
Q2 | $373K | Hold |
5,554
| – | – | 0.02% | 638 |
|
|
2019
Q1 | $342K | Sell |
5,554
-437
| -7% | -$26.9K | 0.02% | 603 |
|
|
2018
Q4 | $302K | Buy |
5,991
+864
| +17% | +$43.6K | 0.02% | 626 |
|
|
2018
Q3 | $266K | Buy |
+5,127
| New | +$266K | 0.01% | 770 |
|