Crewe 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
Q3 | – | Sell |
-850
| Closed | -$143K | – | 975 |
|
|
2024
Q2 | $143K | Sell |
850
-35
| -4% | -$5.9K | 0.02% | 222 |
|
|
2024
Q1 | $138K | Buy |
+885
| New | +$138K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-1,381
| Closed | -$186K | – | 885 |
|
|
2023
Q2 | $186K | Sell |
1,381
-95
| -6% | -$12.8K | 0.03% | 147 |
|
|
2023
Q1 | $199K | Buy |
1,476
+17
| +1% | +$2.29K | 0.03% | 158 |
|
|
2022
Q4 | $173K | Hold |
1,459
| – | – | 0.03% | 168 |
|
|
2022
Q3 | $155K | Hold |
1,459
| – | – | 0.03% | 174 |
|
|
2022
Q2 | $158K | Buy |
+1,459
| New | +$158K | 0.03% | 161 |
|