Destiny Wealth Partners’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-276
| Closed | -$32.6K | – | 603 |
|
|
2022
Q4 | $32.6K | Buy |
276
+94
| +52% | +$11.1K | 0.01% | 344 |
|
|
2022
Q3 | $19K | Hold |
182
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $20K | Hold |
182
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $21K | Sell |
182
-99
| -35% | -$11.4K | ﹤0.01% | 382 |
|
|
2021
Q4 | $35K | Hold |
281
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $32K | Buy |
+281
| New | +$32K | 0.01% | 346 |
|
|
2021
Q2 | – | Sell |
-99
| Closed | -$9K | – | 477 |
|
|
2021
Q1 | $9K | Sell |
99
-182
| -65% | -$16.5K | ﹤0.01% | 422 |
|
|
2020
Q4 | $24K | Buy |
+281
| New | +$24K | 0.01% | 347 |
|