Douglas Lane & Associates’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,459
| Closed | -$548K | – | 211 |
|
|
2017
Q3 | $548K | Sell |
10,459
-13,054
| -56% | -$684K | 0.01% | 168 |
|
|
2017
Q2 | $1.24M | Sell |
23,513
-13,106
| -36% | -$693K | 0.03% | 143 |
|
|
2017
Q1 | $1.81M | Sell |
36,619
-21,316
| -37% | -$1.05M | 0.05% | 134 |
|
|
2016
Q4 | $2.9M | Sell |
57,935
-93,243
| -62% | -$4.66M | 0.07% | 126 |
|
|
2016
Q3 | $7.15M | Sell |
151,178
-140,144
| -48% | -$6.63M | 0.19% | 105 |
|
|
2016
Q2 | $13.5M | Sell |
291,322
-145,589
| -33% | -$6.72M | 0.39% | 84 |
|
|
2016
Q1 | $20.2M | Buy |
+436,911
| New | +$20.2M | 0.55% | 68 |
|